| SIDVX | TRIGX | SIDVX / TRIGX | |
| Total Expense Ratio | 1.11 | 0.81 | 137% |
| Annual Report Gross Expense Ratio | 1.11 | 0.81 | 137% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 18.800 | 11.775 | 160% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.65B | 16.9B | 22% |
| Annual Yield % from dividends | 2.50 | 2.38 | 105% |
| Returns for 1 year | 37.97 | 31.85 | 119% |
| Returns for 3 years | 89.99 | 88.48 | 102% |
| Returns for 5 years | 76.96 | 89.13 | 86% |
| Returns for 10 years | 153.27 | 167.74 | 91% |