| SVXFX | TRIGX | SVXFX / TRIGX | |
| Total Expense Ratio | 1.15 | 0.87 | 132% |
| Annual Report Gross Expense Ratio | 1.16 | 0.87 | 133% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 33.272 | 35.315 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 16.3B | 1% |
| Annual Yield % from dividends | 2.00 | 1.90 | 105% |
| Returns for 1 year | 28.97 | 34.53 | 84% |
| Returns for 3 years | 53.11 | 78.01 | 68% |
| Returns for 5 years | N/A | 87.15 | - |
| Returns for 10 years | N/A | 102.23 | - |