| SDVSX | VFINX | SDVSX / VFINX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.25 | 0.14 | 893% |
| Fund Existence | 20 years | 49 years | - |
| Gain YTD | 15.574 | 13.636 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 1.46T | 0% |
| Annual Yield % from dividends | 0.68 | 1.02 | 66% |
| Returns for 1 year | 3.05 | 13.25 | 23% |
| Returns for 3 years | 21.48 | 68.34 | 31% |
| Returns for 5 years | 22.74 | 86.39 | 26% |
| Returns for 10 years | 17.53 | 219.42 | 8% |