| FHERX | SMCWX | FHERX / SMCWX | |
| Total Expense Ratio | 0.89 | 1.03 | 86% |
| Annual Report Gross Expense Ratio | 1.19 | 1.03 | 116% |
| Fund Existence | 5 years | 36 years | - |
| Gain YTD | 10.592 | 10.342 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4M | 94.3B | 0% |
| Annual Yield % from dividends | 0.93 | 0.61 | 152% |
| Returns for 1 year | 9.72 | 12.78 | 76% |
| Returns for 3 years | 18.20 | 27.52 | 66% |
| Returns for 5 years | 15.02 | -6.79 | -221% |
| Returns for 10 years | N/A | 81.21 | - |