| SIMYX | VIHAX | SIMYX / VIHAX | |
| Total Expense Ratio | 0.86 | 0.16 | 538% |
| Annual Report Gross Expense Ratio | 1.13 | 0.16 | 706% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 11.028 | 17.323 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 22.7B | 1% |
| Annual Yield % from dividends | 2.80 | 3.39 | 82% |
| Returns for 1 year | 15.01 | 23.78 | 63% |
| Returns for 3 years | 60.59 | 71.11 | 85% |
| Returns for 5 years | 51.39 | 63.94 | 80% |
| Returns for 10 years | N/A | 113.18 | - |