The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| SUIAX | TRIGX | SUIAX / TRIGX | |
| Total Expense Ratio | 1.13 | 0.81 | 140% |
| Annual Report Gross Expense Ratio | 1.20 | 0.81 | 148% |
| Fund Existence | 27 years | 28 years | - |
| Gain YTD | 17.417 | 17.830 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 17.2B | 4% |
| Annual Yield % from dividends | 2.15 | 2.27 | 94% |
| Returns for 1 year | 31.20 | 28.90 | 108% |
| Returns for 3 years | 87.19 | 94.36 | 92% |
| Returns for 5 years | 75.02 | 95.11 | 79% |
| Returns for 10 years | 156.60 | 152.81 | 102% |