| 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 | 22.976 | 24.122 | 95% |
| 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 | 901% |
| Annual Yield % from dividends | 3.82 | 2.91 | 131% |
| Returns for 1 year | 26.16 | 26.83 | 98% |
| Returns for 3 years | 91.84 | 80.98 | 113% |
| Returns for 5 years | 141.92 | 96.10 | 148% |
| Returns for 10 years | 149.78 | 85.46 | 175% |