| SVXAX | TRIGX | SVXAX / TRIGX | |
| Total Expense Ratio | 1.43 | 0.81 | 177% |
| Annual Report Gross Expense Ratio | 1.47 | 0.81 | 181% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 34.659 | 15.055 | 230% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 16.8B | 2% |
| Annual Yield % from dividends | 1.19 | 2.27 | 52% |
| Returns for 1 year | 44.69 | 22.89 | 195% |
| Returns for 3 years | 99.64 | 89.54 | 111% |
| Returns for 5 years | N/A | 93.71 | - |
| Returns for 10 years | N/A | 154.27 | - |