| SVXCX | TROZX | SVXCX / TROZX | |
| Total Expense Ratio | 2.01 | 0.00 | - |
| Annual Report Gross Expense Ratio | 2.28 | 0.65 | 351% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 22.389 | 11.346 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 17.1B | 2% |
| Annual Yield % from dividends | 0.90 | 2.95 | 31% |
| Returns for 1 year | 45.55 | 30.42 | 150% |
| Returns for 3 years | 92.71 | 92.93 | 100% |
| Returns for 5 years | N/A | 91.32 | - |
| Returns for 10 years | N/A | N/A | - |