| SBICX | TRIGX | SBICX / TRIGX | |
| Total Expense Ratio | 2.00 | 0.81 | 247% |
| Annual Report Gross Expense Ratio | 2.04 | 0.81 | 252% |
| Fund Existence | 34 years | 28 years | - |
| Gain YTD | 12.156 | 12.868 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 17B | 1% |
| Annual Yield % from dividends | 3.89 | 2.38 | 163% |
| Returns for 1 year | 26.15 | 28.36 | 92% |
| Returns for 3 years | 57.72 | 83.01 | 70% |
| Returns for 5 years | 58.89 | 92.54 | 64% |
| Returns for 10 years | 99.18 | 156.57 | 63% |