| ERHSX | SHSAX | ERHSX / SHSAX | |
| Total Expense Ratio | 1.43 | 1.09 | 131% |
| Annual Report Gross Expense Ratio | 1.46 | 1.09 | 134% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 1.094 | 6.535 | 17% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 6.32B | 13% |
| Annual Yield % from dividends | 0.21 | 0.26 | 80% |
| Returns for 1 year | 4.89 | 11.53 | 42% |
| Returns for 3 years | 6.86 | 6.05 | 113% |
| Returns for 5 years | -5.73 | -13.39 | 43% |
| Returns for 10 years | 23.12 | 46.05 | 50% |