| 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 | 23.272 | 25.301 | 92% |
| 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 | 3.96B | 36% |
| Annual Yield % from dividends | 3.76 | 3.13 | 120% |
| Returns for 1 year | 23.83 | 25.99 | 92% |
| Returns for 3 years | 88.55 | 93.31 | 95% |
| Returns for 5 years | 145.11 | 152.14 | 95% |
| Returns for 10 years | 160.72 | 153.47 | 105% |