| SUIRX | TRWTX | SUIRX / TRWTX | |
| Total Expense Ratio | 0.79 | 0.76 | 104% |
| Annual Report Gross Expense Ratio | 0.79 | 0.76 | 104% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 35.278 | 24.194 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 4.38B | 12% |
| Annual Yield % from dividends | 2.52 | 2.19 | 115% |
| Returns for 1 year | 36.14 | 22.54 | 160% |
| Returns for 3 years | 69.39 | 49.63 | 140% |
| Returns for 5 years | 66.12 | 51.94 | 127% |
| Returns for 10 years | 100.48 | 71.85 | 140% |