| 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 | 16.049 | 17.452 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 17.3B | 1% |
| Annual Yield % from dividends | 3.85 | 2.29 | 168% |
| Returns for 1 year | 25.53 | 27.69 | 92% |
| Returns for 3 years | 70.12 | 96.38 | 73% |
| Returns for 5 years | 69.19 | 102.01 | 68% |
| Returns for 10 years | 96.59 | 155.73 | 62% |