| SVXAX | TRWTX | SVXAX / TRWTX | |
| Total Expense Ratio | 1.42 | 0.76 | 187% |
| Annual Report Gross Expense Ratio | 1.44 | 0.76 | 189% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 32.927 | 24.194 | 136% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 4.38B | 4% |
| Annual Yield % from dividends | 1.91 | 2.19 | 87% |
| Returns for 1 year | 28.61 | 22.54 | 127% |
| Returns for 3 years | 51.84 | 49.63 | 104% |
| Returns for 5 years | N/A | 51.94 | - |
| Returns for 10 years | N/A | 71.85 | - |