| HFQRX | SWRLX | HFQRX / SWRLX | |
| Total Expense Ratio | 0.70 | 1.26 | 56% |
| Annual Report Gross Expense Ratio | 0.70 | 1.51 | 46% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 22.066 | 42.614 | 52% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.7B | 131M | 5,112% |
| Annual Yield % from dividends | 7.24 | 2.68 | 270% |
| Returns for 1 year | 20.72 | 31.05 | 67% |
| Returns for 3 years | 45.56 | 59.10 | 77% |
| Returns for 5 years | 59.64 | 34.97 | 171% |
| Returns for 10 years | N/A | 35.96 | - |