| SIDVX | TRWTX | SIDVX / TRWTX | |
| Total Expense Ratio | 1.12 | 0.76 | 147% |
| Annual Report Gross Expense Ratio | 1.12 | 0.76 | 147% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 37.325 | 24.194 | 154% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.66B | 4.38B | 61% |
| Annual Yield % from dividends | 2.12 | 2.19 | 97% |
| Returns for 1 year | 35.58 | 22.54 | 158% |
| Returns for 3 years | 68.34 | 49.63 | 138% |
| Returns for 5 years | 76.12 | 51.94 | 147% |
| Returns for 10 years | 100.77 | 71.85 | 140% |