| SMLPX | SMRPX | SMLPX / SMRPX | |
| Total Expense Ratio | 1.08 | 0.99 | 109% |
| Annual Report Gross Expense Ratio | 1.12 | 1.03 | 109% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 18.679 | 18.736 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 1.38B | 100% |
| Annual Yield % from dividends | 3.82 | 3.91 | 98% |
| Returns for 1 year | 21.46 | 21.70 | 99% |
| Returns for 3 years | 91.56 | 91.79 | 100% |
| Returns for 5 years | 126.08 | 127.03 | 99% |
| Returns for 10 years | 149.65 | 151.62 | 99% |