The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| AVSBX | VSMAX | AVSBX / VSMAX | |
| Total Expense Ratio | 0.00 | 0.05 | - |
| Annual Report Gross Expense Ratio | 0.25 | 0.05 | 500% |
| Fund Existence | 2 years | 26 years | - |
| Gain YTD | 23.428 | 15.569 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 183B | 0% |
| Annual Yield % from dividends | 1.13 | 1.20 | 94% |
| Returns for 1 year | 24.93 | 19.06 | 131% |
| Returns for 3 years | N/A | 48.17 | - |
| Returns for 5 years | N/A | 32.28 | - |
| Returns for 10 years | N/A | 150.34 | - |