The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| SMBYX | VMCPX | SMBYX / VMCPX | |
| Total Expense Ratio | 0.84 | 0.02 | 4,200% |
| Annual Report Gross Expense Ratio | 0.84 | 0.02 | 4,200% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | 5.079 | 13.752 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 226B | 1% |
| Annual Yield % from dividends | 0.17 | 1.31 | 13% |
| Returns for 1 year | -4.84 | 13.98 | -35% |
| Returns for 3 years | 9.56 | 52.03 | 18% |
| Returns for 5 years | -20.39 | 33.54 | -61% |
| Returns for 10 years | 26.01 | 157.69 | 16% |