| SBHEX | VEMAX | SBHEX / VEMAX | |
| Total Expense Ratio | 1.14 | 0.13 | 877% |
| Annual Report Gross Expense Ratio | 2.21 | 0.13 | 1,700% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 29.497 | 22.320 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.7M | 141B | 0% |
| Annual Yield % from dividends | 4.99 | 2.75 | 182% |
| Returns for 1 year | 28.55 | 20.32 | 140% |
| Returns for 3 years | 81.28 | 47.70 | 170% |
| Returns for 5 years | 63.62 | 24.01 | 265% |
| Returns for 10 years | 124.29 | 80.31 | 155% |