| SWRLX | VTMNX | SWRLX / VTMNX | |
| Total Expense Ratio | 1.26 | 0.03 | 4,200% |
| Annual Report Gross Expense Ratio | 1.51 | 0.03 | 5,033% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 42.614 | 25.589 | 167% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 257B | 0% |
| Annual Yield % from dividends | 2.68 | 2.76 | 97% |
| Returns for 1 year | 31.05 | 21.97 | 141% |
| Returns for 3 years | 59.10 | 44.37 | 133% |
| Returns for 5 years | 34.97 | 36.61 | 96% |
| Returns for 10 years | 35.96 | 66.87 | 54% |