| SMRPX | TMCLX | SMRPX / TMCLX | |
| Total Expense Ratio | 1.02 | 2.35 | 43% |
| Annual Report Gross Expense Ratio | 1.05 | 2.35 | 45% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 4.198 | 1.932 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 123M | 1,005% |
| Annual Yield % from dividends | 4.66 | 3.20 | 146% |
| Returns for 1 year | 1.05 | -1.74 | -60% |
| Returns for 3 years | 57.02 | 37.57 | 152% |
| Returns for 5 years | 157.40 | 94.67 | 166% |
| Returns for 10 years | N/A | 57.06 | - |