| CSVAX | TRIGX | CSVAX / TRIGX | |
| Total Expense Ratio | 1.20 | 0.87 | 138% |
| Annual Report Gross Expense Ratio | 1.30 | 0.87 | 149% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 22.586 | 35.315 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 16.3B | 4% |
| Annual Yield % from dividends | 2.52 | 1.90 | 132% |
| Returns for 1 year | 15.10 | 34.53 | 44% |
| Returns for 3 years | 42.07 | 78.01 | 54% |
| Returns for 5 years | 32.04 | 87.15 | 37% |
| Returns for 10 years | 54.16 | 102.23 | 53% |