| SVXAX | TROZX | SVXAX / TROZX | |
| Total Expense Ratio | 1.43 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.47 | 0.65 | 226% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 34.659 | 15.665 | 221% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 16.8B | 2% |
| Annual Yield % from dividends | 1.19 | 2.81 | 42% |
| Returns for 1 year | 44.69 | 23.83 | 188% |
| Returns for 3 years | 99.64 | 94.25 | 106% |
| Returns for 5 years | N/A | 102.06 | - |
| Returns for 10 years | N/A | N/A | - |