| COSZX | TRWTX | COSZX / TRWTX | |
| Total Expense Ratio | 0.91 | 0.76 | 120% |
| Annual Report Gross Expense Ratio | 0.94 | 0.76 | 124% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 36.977 | 24.194 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.54B | 4.38B | 127% |
| Annual Yield % from dividends | 2.77 | 2.19 | 126% |
| Returns for 1 year | 33.86 | 22.54 | 150% |
| Returns for 3 years | 71.93 | 49.63 | 145% |
| Returns for 5 years | 79.72 | 51.94 | 153% |
| Returns for 10 years | 95.91 | 71.85 | 133% |