| 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 | 14 years | - |
| Gain YTD | 22.319 | 22.257 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 870M | 1.42B | 61% |
| Annual Yield % from dividends | 4.62 | 2.79 | 166% |
| Returns for 1 year | 23.10 | 24.84 | 93% |
| Returns for 3 years | 85.32 | 85.83 | 99% |
| Returns for 5 years | 175.20 | 129.27 | 136% |
| Returns for 10 years | 132.66 | 124.31 | 107% |