| CSVAX | TRIGX | CSVAX / TRIGX | |
| Total Expense Ratio | 1.20 | 0.81 | 148% |
| Annual Report Gross Expense Ratio | 1.28 | 0.81 | 158% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 15.651 | 12.700 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 16.6B | 4% |
| Annual Yield % from dividends | 2.25 | 2.38 | 95% |
| Returns for 1 year | 27.49 | 28.83 | 95% |
| Returns for 3 years | 49.84 | 81.36 | 61% |
| Returns for 5 years | 40.41 | 95.83 | 42% |
| Returns for 10 years | 82.81 | 156.98 | 53% |