| SMFPX | TMCLX | SMFPX / TMCLX | |
| Total Expense Ratio | 2.09 | 2.35 | 89% |
| Annual Report Gross Expense Ratio | 2.13 | 2.35 | 91% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 22.382 | 26.445 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 160M | 881% |
| Annual Yield % from dividends | 2.75 | 2.52 | 109% |
| Returns for 1 year | 24.02 | 27.74 | 87% |
| Returns for 3 years | 84.59 | 84.64 | 100% |
| Returns for 5 years | 144.40 | 103.92 | 139% |
| Returns for 10 years | 117.42 | 86.21 | 136% |