| FIVQX | TRIGX | FIVQX / TRIGX | |
| Total Expense Ratio | 0.84 | 0.81 | 104% |
| Annual Report Gross Expense Ratio | 0.84 | 0.81 | 104% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 9.837 | 15.055 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 16.8B | 32% |
| Annual Yield % from dividends | 2.15 | 2.27 | 95% |
| Returns for 1 year | 16.80 | 22.89 | 73% |
| Returns for 3 years | 78.86 | 89.54 | 88% |
| Returns for 5 years | 85.58 | 93.71 | 91% |
| Returns for 10 years | 126.24 | 154.27 | 82% |