| SWRLX | TRWTX | SWRLX / TRWTX | |
| Total Expense Ratio | 1.26 | 0.76 | 166% |
| Annual Report Gross Expense Ratio | 1.51 | 0.76 | 199% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 42.614 | 24.194 | 176% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 4.38B | 3% |
| Annual Yield % from dividends | 2.68 | 2.19 | 122% |
| Returns for 1 year | 31.05 | 22.54 | 138% |
| Returns for 3 years | 59.10 | 49.63 | 119% |
| Returns for 5 years | 34.97 | 51.94 | 67% |
| Returns for 10 years | 35.96 | 71.85 | 50% |