| 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 | 13.485 | 15.055 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 16.8B | 1% |
| Annual Yield % from dividends | 3.82 | 2.27 | 168% |
| Returns for 1 year | 21.09 | 22.89 | 92% |
| Returns for 3 years | 64.11 | 89.54 | 72% |
| Returns for 5 years | 62.72 | 93.71 | 67% |
| Returns for 10 years | 95.66 | 154.27 | 62% |