| IYSAX | VSMAX | IYSAX / VSMAX | |
| Total Expense Ratio | 1.12 | 0.05 | 2,240% |
| Annual Report Gross Expense Ratio | 1.37 | 0.05 | 2,740% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | 15.488 | 13.032 | 119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 185B | 0% |
| Annual Yield % from dividends | 0.22 | 1.20 | 18% |
| Returns for 1 year | 17.33 | 13.12 | 132% |
| Returns for 3 years | 54.36 | 49.70 | 109% |
| Returns for 5 years | -6.17 | 32.93 | -19% |
| Returns for 10 years | 30.20 | 153.33 | 20% |