| 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 | 22.976 | 23.918 | 96% |
| 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 | 3.92B | 36% |
| Annual Yield % from dividends | 3.82 | 3.23 | 118% |
| Returns for 1 year | 26.16 | 26.57 | 98% |
| Returns for 3 years | 91.84 | 96.45 | 95% |
| Returns for 5 years | 141.92 | 146.60 | 97% |
| Returns for 10 years | 149.78 | 140.68 | 106% |