| SWRLX | TRTIX | SWRLX / TRTIX | |
| Total Expense Ratio | 1.26 | 0.68 | 185% |
| Annual Report Gross Expense Ratio | 1.51 | 0.68 | 222% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 2.786 | 3.442 | 81% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 17.1B | 1% |
| Annual Yield % from dividends | 3.07 | 2.80 | 110% |
| Returns for 1 year | 53.40 | 51.24 | 104% |
| Returns for 3 years | 51.23 | 79.39 | 65% |
| Returns for 5 years | 30.27 | 90.15 | 34% |
| Returns for 10 years | 67.21 | 155.72 | 43% |