| SMINX | TRWTX | SMINX / TRWTX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.35 | 0.76 | 178% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 23.921 | 24.194 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 4.38B | 5% |
| Annual Yield % from dividends | 3.94 | 2.19 | 180% |
| Returns for 1 year | 21.96 | 22.54 | 97% |
| Returns for 3 years | 52.64 | 49.63 | 106% |
| Returns for 5 years | 45.55 | 51.94 | 88% |
| Returns for 10 years | N/A | 71.85 | - |