| SMRPX | TORCX | SMRPX / TORCX | |
| Total Expense Ratio | 0.99 | 1.91 | 52% |
| Annual Report Gross Expense Ratio | 1.03 | 1.91 | 54% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 18.736 | 19.437 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 3.79B | 36% |
| Annual Yield % from dividends | 3.91 | 3.30 | 118% |
| Returns for 1 year | 21.70 | 20.81 | 104% |
| Returns for 3 years | 91.79 | 96.27 | 95% |
| Returns for 5 years | 127.03 | 132.34 | 96% |
| Returns for 10 years | 151.62 | 146.22 | 104% |