| 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 | 19.000 | 16.737 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 702M | 17.2B | 4% |
| Annual Yield % from dividends | 2.28 | 2.29 | 100% |
| Returns for 1 year | 27.09 | 27.08 | 100% |
| Returns for 3 years | 58.58 | 90.60 | 65% |
| Returns for 5 years | 42.20 | 96.42 | 44% |
| Returns for 10 years | 87.33 | 157.41 | 55% |