| SVXLX | TRIGX | SVXLX / TRIGX | |
| Total Expense Ratio | 1.25 | 0.87 | 144% |
| Annual Report Gross Expense Ratio | 2.24 | 0.87 | 257% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 35.981 | 39.612 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197M | 16.7B | 1% |
| Annual Yield % from dividends | 1.89 | 1.90 | 99% |
| Returns for 1 year | 34.22 | 38.57 | 89% |
| Returns for 3 years | 52.34 | 84.72 | 62% |
| Returns for 5 years | N/A | 98.02 | - |
| Returns for 10 years | N/A | 113.16 | - |