| SRDAX | WRPIX | SRDAX / WRPIX | |
| Total Expense Ratio | 1.92 | 0.74 | 259% |
| Annual Report Gross Expense Ratio | 1.92 | 1.05 | 183% |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 5.471 | 10.307 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 122M | 2,012% |
| Annual Yield % from dividends | 8.09 | 6.49 | 125% |
| Returns for 1 year | 9.03 | 19.84 | 46% |
| Returns for 3 years | 20.14 | 26.84 | 75% |
| Returns for 5 years | 39.39 | 35.85 | 110% |
| Returns for 10 years | N/A | N/A | - |