| SBICX | TRIGX | SBICX / TRIGX | |
| Total Expense Ratio | 2.04 | 0.87 | 234% |
| Annual Report Gross Expense Ratio | 2.07 | 0.87 | 238% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 30.727 | 35.315 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 16.4B | 1% |
| Annual Yield % from dividends | 1.55 | 1.90 | 81% |
| Returns for 1 year | 28.44 | 34.00 | 84% |
| Returns for 3 years | 53.27 | 78.01 | 68% |
| Returns for 5 years | 64.64 | 87.56 | 74% |
| Returns for 10 years | 56.58 | 102.23 | 55% |