| SWFCX | TRTIX | SWFCX / TRTIX | |
| Total Expense Ratio | 1.85 | 0.68 | 272% |
| Annual Report Gross Expense Ratio | 3.21 | 0.68 | 472% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 9.046 | 8.287 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 17.1B | 1% |
| Annual Yield % from dividends | 2.78 | 2.62 | 106% |
| Returns for 1 year | 55.18 | 50.59 | 109% |
| Returns for 3 years | 54.27 | 86.65 | 63% |
| Returns for 5 years | 32.45 | 103.04 | 31% |
| Returns for 10 years | 52.15 | 165.49 | 32% |