| COAVX | TRWTX | COAVX / TRWTX | |
| Total Expense Ratio | 1.16 | 0.76 | 153% |
| Annual Report Gross Expense Ratio | 1.19 | 0.76 | 157% |
| Fund Existence | 13 years | 34 years | - |
| Gain YTD | 7.770 | 12.952 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 4.31B | 147% |
| Annual Yield % from dividends | 2.85 | 3.44 | 83% |
| Returns for 1 year | 22.53 | 23.48 | 96% |
| Returns for 3 years | 71.97 | 59.84 | 120% |
| Returns for 5 years | 66.02 | 50.06 | 132% |
| Returns for 10 years | 142.02 | 121.60 | 117% |