| SDVGX | VTSAX | SDVGX / VTSAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 1.00 | 0.04 | 2,500% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 15.552 | 13.576 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 2.02T | 0% |
| Annual Yield % from dividends | 0.96 | 1.13 | 85% |
| Returns for 1 year | 3.53 | 15.44 | 23% |
| Returns for 3 years | 30.09 | 74.06 | 41% |
| Returns for 5 years | 29.00 | 86.64 | 33% |
| Returns for 10 years | 21.86 | 222.37 | 10% |