| SMRPX | TMCLX | SMRPX / TMCLX | |
| Total Expense Ratio | 0.99 | 2.35 | 42% |
| Annual Report Gross Expense Ratio | 1.03 | 2.35 | 44% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 19.426 | 19.127 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 155M | 903% |
| Annual Yield % from dividends | 3.91 | 2.85 | 137% |
| Returns for 1 year | 21.93 | 20.75 | 106% |
| Returns for 3 years | 95.57 | 81.94 | 117% |
| Returns for 5 years | 123.73 | 83.25 | 149% |
| Returns for 10 years | 158.53 | 86.17 | 184% |