| SVXFX | TRIGX | SVXFX / TRIGX | |
| Total Expense Ratio | 1.16 | 0.81 | 143% |
| Annual Report Gross Expense Ratio | 1.20 | 0.81 | 148% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 25.815 | 12.363 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 16.8B | 2% |
| Annual Yield % from dividends | 1.47 | 2.38 | 62% |
| Returns for 1 year | 47.38 | 29.11 | 163% |
| Returns for 3 years | 88.75 | 82.19 | 108% |
| Returns for 5 years | N/A | 95.24 | - |
| Returns for 10 years | N/A | 155.42 | - |