| 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 | 23.272 | 25.167 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 158M | 900% |
| Annual Yield % from dividends | 3.76 | 2.52 | 149% |
| Returns for 1 year | 23.83 | 25.59 | 93% |
| Returns for 3 years | 88.55 | 80.35 | 110% |
| Returns for 5 years | 145.11 | 96.82 | 150% |
| Returns for 10 years | 160.72 | 93.18 | 172% |