| 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 | 11 years | - |
| Gain YTD | 23.904 | 23.962 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 1.44B | 100% |
| Annual Yield % from dividends | 3.74 | 3.82 | 98% |
| Returns for 1 year | 27.68 | 27.92 | 99% |
| Returns for 3 years | 94.41 | 94.64 | 100% |
| Returns for 5 years | 132.94 | 133.58 | 100% |
| Returns for 10 years | 158.71 | 160.76 | 99% |