| SVXCX | TRWTX | SVXCX / TRWTX | |
| Total Expense Ratio | 2.01 | 0.76 | 264% |
| Annual Report Gross Expense Ratio | 2.28 | 0.76 | 300% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 34.783 | 18.554 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 4.41B | 8% |
| Annual Yield % from dividends | 0.85 | 3.32 | 25% |
| Returns for 1 year | 47.37 | 23.42 | 202% |
| Returns for 3 years | 98.77 | 69.32 | 142% |
| Returns for 5 years | N/A | 58.53 | - |
| Returns for 10 years | N/A | 111.88 | - |