| HFQRX | SWRLX | HFQRX / SWRLX | |
| Total Expense Ratio | 0.69 | 1.26 | 55% |
| Annual Report Gross Expense Ratio | 0.69 | 1.51 | 46% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 13.557 | 23.433 | 58% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 191M | 3,996% |
| Annual Yield % from dividends | 6.34 | 2.56 | 247% |
| Returns for 1 year | 28.03 | 46.41 | 60% |
| Returns for 3 years | 68.69 | 78.25 | 88% |
| Returns for 5 years | 71.66 | 45.61 | 157% |
| Returns for 10 years | 137.03 | 87.20 | 157% |