| SWFCX | TROZX | SWFCX / TROZX | |
| Total Expense Ratio | 1.85 | 0.00 | - |
| Annual Report Gross Expense Ratio | 3.21 | 0.66 | 486% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | 2.775 | 4.191 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 17.1B | 1% |
| Annual Yield % from dividends | 2.99 | 3.30 | 91% |
| Returns for 1 year | 51.84 | 52.11 | 99% |
| Returns for 3 years | 46.90 | 84.31 | 56% |
| Returns for 5 years | 23.46 | 101.10 | 23% |
| Returns for 10 years | 48.19 | N/A | - |