| CSVAX | TRWTX | CSVAX / TRWTX | |
| Total Expense Ratio | 1.20 | 0.76 | 158% |
| Annual Report Gross Expense Ratio | 1.30 | 0.76 | 171% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 22.586 | 24.194 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 4.38B | 13% |
| Annual Yield % from dividends | 2.52 | 2.19 | 115% |
| Returns for 1 year | 15.10 | 22.54 | 67% |
| Returns for 3 years | 42.07 | 49.63 | 85% |
| Returns for 5 years | 32.04 | 51.94 | 62% |
| Returns for 10 years | 54.16 | 71.85 | 75% |