| SMLPX | SMRPX | SMLPX / SMRPX | |
| Total Expense Ratio | 1.09 | 1.02 | 107% |
| Annual Report Gross Expense Ratio | 1.12 | 1.05 | 107% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 1.246 | 1.317 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 1.21B | 100% |
| Annual Yield % from dividends | 4.35 | 4.43 | 98% |
| Returns for 1 year | 6.20 | 6.40 | 97% |
| Returns for 3 years | 61.09 | 61.28 | 100% |
| Returns for 5 years | 172.54 | 173.64 | 99% |
| Returns for 10 years | 91.60 | N/A | - |