| SCVAX | UBVVX | SCVAX / UBVVX | |
| Total Expense Ratio | 1.15 | 0.90 | 128% |
| Annual Report Gross Expense Ratio | 1.29 | 0.94 | 137% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 21.287 | 14.187 | 150% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 9.02B | 7% |
| Annual Yield % from dividends | 0.53 | 1.59 | 33% |
| Returns for 1 year | 21.62 | 9.60 | 225% |
| Returns for 3 years | 26.21 | 14.27 | 184% |
| Returns for 5 years | 18.02 | 18.82 | 96% |
| Returns for 10 years | 111.57 | N/A | - |