| SMRPX | TMCLX | SMRPX / TMCLX | |
| Total Expense Ratio | 0.99 | 2.35 | 42% |
| Annual Report Gross Expense Ratio | 1.03 | 2.35 | 44% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 23.248 | 26.445 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 160M | 881% |
| Annual Yield % from dividends | 3.76 | 2.52 | 149% |
| Returns for 1 year | 25.38 | 27.74 | 91% |
| Returns for 3 years | 90.59 | 84.64 | 107% |
| Returns for 5 years | 158.16 | 103.92 | 152% |
| Returns for 10 years | 142.05 | 86.21 | 165% |