| SVXCX | TROZX | SVXCX / TROZX | |
| Total Expense Ratio | 2.01 | 0.00 | - |
| Annual Report Gross Expense Ratio | 2.28 | 0.65 | 351% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 34.046 | 15.665 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 16.8B | 2% |
| Annual Yield % from dividends | 0.82 | 2.81 | 29% |
| Returns for 1 year | 43.78 | 23.83 | 184% |
| Returns for 3 years | 96.04 | 94.25 | 102% |
| Returns for 5 years | N/A | 102.06 | - |
| Returns for 10 years | N/A | N/A | - |