| SBHCX | VSGAX | SBHCX / VSGAX | |
| Total Expense Ratio | 1.14 | 0.07 | 1,629% |
| Annual Report Gross Expense Ratio | 2.87 | 0.07 | 4,100% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 13.188 | 17.791 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 42.8B | 0% |
| Annual Yield % from dividends | 0.02 | 0.44 | 5% |
| Returns for 1 year | 19.81 | 34.44 | 58% |
| Returns for 3 years | 28.63 | 61.64 | 46% |
| Returns for 5 years | 0.35 | 30.85 | 1% |
| Returns for 10 years | N/A | 191.31 | - |