| 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 | 7 years | 15 years | - |
| Gain YTD | 14.563 | 11.997 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 44.7B | 0% |
| Annual Yield % from dividends | 0.02 | 0.43 | 5% |
| Returns for 1 year | 9.04 | 12.29 | 74% |
| Returns for 3 years | 26.82 | 51.11 | 52% |
| Returns for 5 years | 1.57 | 17.57 | 9% |
| Returns for 10 years | N/A | 168.17 | - |