| 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 | 29.784 | 18.040 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 17.4B | 2% |
| Annual Yield % from dividends | 1.37 | 2.29 | 60% |
| Returns for 1 year | 46.51 | 31.13 | 149% |
| Returns for 3 years | 94.26 | 92.36 | 102% |
| Returns for 5 years | N/A | 100.35 | - |
| Returns for 10 years | N/A | 160.87 | - |