The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| SMDGX | VMCIX | SMDGX / VMCIX | |
| Total Expense Ratio | 1.61 | 0.03 | 5,367% |
| Annual Report Gross Expense Ratio | 2.17 | 0.03 | 7,233% |
| Fund Existence | 2 years | 28 years | - |
| Gain YTD | 11.552 | 13.200 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 994M | 225B | 0% |
| Annual Yield % from dividends | 0.16 | 1.30 | 12% |
| Returns for 1 year | 13.85 | 13.31 | 104% |
| Returns for 3 years | N/A | 49.59 | - |
| Returns for 5 years | N/A | 32.60 | - |
| Returns for 10 years | N/A | 156.84 | - |