| SMRPX | TORCX | SMRPX / TORCX | |
| Total Expense Ratio | 0.99 | 1.91 | 52% |
| Annual Report Gross Expense Ratio | 1.03 | 1.91 | 54% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 24.841 | 28.364 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 4.04B | 35% |
| Annual Yield % from dividends | 3.74 | 2.76 | 135% |
| Returns for 1 year | 25.65 | 29.21 | 88% |
| Returns for 3 years | 89.75 | 96.92 | 93% |
| Returns for 5 years | 150.43 | 161.22 | 93% |
| Returns for 10 years | 144.90 | 143.98 | 101% |