| SWRLX | TROZX | SWRLX / TROZX | |
| Total Expense Ratio | 1.26 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.51 | 0.66 | 229% |
| Fund Existence | 33 years | 6 years | - |
| Gain YTD | 2.786 | 3.472 | 80% |
| Front Load | 5% | 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 | 3.07 | 3.30 | 93% |
| Returns for 1 year | 53.40 | 52.24 | 102% |
| Returns for 3 years | 51.23 | 83.04 | 62% |
| Returns for 5 years | 30.27 | 96.87 | 31% |
| Returns for 10 years | 67.21 | N/A | - |