| SBHCX | VEXRX | SBHCX / VEXRX | |
| Total Expense Ratio | 1.14 | 0.33 | 345% |
| Annual Report Gross Expense Ratio | 2.46 | 0.33 | 745% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -0.399 | 2.424 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.1M | 20.5B | 0% |
| Annual Yield % from dividends | 0.20 | 0.49 | 41% |
| Returns for 1 year | -8.30 | -6.34 | 131% |
| Returns for 3 years | 12.13 | 17.53 | 69% |
| Returns for 5 years | 11.64 | -4.91 | -237% |
| Returns for 10 years | N/A | 29.53 | - |