The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| SMDEX | VIMSX | SMDEX / VIMSX | |
| Total Expense Ratio | 0.91 | 0.17 | 535% |
| Annual Report Gross Expense Ratio | 1.47 | 0.17 | 865% |
| Fund Existence | 2 years | 28 years | - |
| Gain YTD | 11.993 | 13.519 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 994M | 226B | 0% |
| Annual Yield % from dividends | 0.16 | 1.18 | 13% |
| Returns for 1 year | 13.69 | 13.76 | 100% |
| Returns for 3 years | N/A | 51.67 | - |
| Returns for 5 years | N/A | 33.21 | - |
| Returns for 10 years | N/A | 156.81 | - |