| SVXAX | TRIGX | SVXAX / TRIGX | |
| Total Expense Ratio | 1.42 | 0.87 | 163% |
| Annual Report Gross Expense Ratio | 1.44 | 0.87 | 166% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 32.927 | 35.315 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 16.3B | 1% |
| Annual Yield % from dividends | 1.91 | 1.90 | 101% |
| Returns for 1 year | 28.61 | 34.53 | 83% |
| Returns for 3 years | 51.84 | 78.01 | 66% |
| Returns for 5 years | N/A | 87.15 | - |
| Returns for 10 years | N/A | 102.23 | - |