| AMLPX | SMFPX | AMLPX / SMFPX | |
| Total Expense Ratio | 1.70 | 2.09 | 81% |
| Annual Report Gross Expense Ratio | 1.70 | 2.13 | 80% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 20.786 | 21.179 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 862M | 1.41B | 61% |
| Annual Yield % from dividends | 4.72 | 2.85 | 166% |
| Returns for 1 year | 20.05 | 21.85 | 92% |
| Returns for 3 years | 89.74 | 87.57 | 102% |
| Returns for 5 years | 143.36 | 109.13 | 131% |
| Returns for 10 years | 143.25 | 135.55 | 106% |