| FIVMX | TRIGX | FIVMX / TRIGX | |
| Total Expense Ratio | 1.09 | 0.81 | 135% |
| Annual Report Gross Expense Ratio | 1.09 | 0.81 | 135% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 10.623 | 15.770 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.15B | 17B | 30% |
| Annual Yield % from dividends | 1.96 | 2.29 | 86% |
| Returns for 1 year | 25.99 | 32.40 | 80% |
| Returns for 3 years | 76.26 | 85.84 | 89% |
| Returns for 5 years | 88.36 | 99.37 | 89% |
| Returns for 10 years | 128.33 | 160.35 | 80% |