| SWRLX | VTIAX | SWRLX / VTIAX | |
| Total Expense Ratio | 1.27 | 0.09 | 1,411% |
| Annual Report Gross Expense Ratio | 1.48 | 0.09 | 1,644% |
| Fund Existence | 33 years | 15 years | - |
| Gain YTD | 45.099 | 29.419 | 153% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 558B | 0% |
| Annual Yield % from dividends | 2.60 | 2.69 | 97% |
| Returns for 1 year | 39.83 | 23.02 | 173% |
| Returns for 3 years | 58.82 | 46.98 | 125% |
| Returns for 5 years | 31.05 | 33.38 | 93% |
| Returns for 10 years | 42.30 | 85.19 | 50% |