| SDVSX | VFIAX | SDVSX / VFIAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 1.25 | 0.04 | 3,125% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 15.574 | 13.652 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 1.46T | 0% |
| Annual Yield % from dividends | 0.68 | 1.11 | 61% |
| Returns for 1 year | 3.05 | 13.26 | 23% |
| Returns for 3 years | 21.48 | 68.36 | 31% |
| Returns for 5 years | 22.74 | 86.40 | 26% |
| Returns for 10 years | 17.53 | 219.39 | 8% |