| 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 | 24.666 | 22.453 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 880M | 1.42B | 62% |
| Annual Yield % from dividends | 4.80 | 2.75 | 175% |
| Returns for 1 year | 23.90 | 22.43 | 107% |
| Returns for 3 years | 82.04 | 82.49 | 99% |
| Returns for 5 years | 187.09 | 132.11 | 142% |
| Returns for 10 years | 150.42 | 134.00 | 112% |