The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| SMDKX | VIMSX | SMDKX / VIMSX | |
| Total Expense Ratio | 0.61 | 0.17 | 359% |
| Annual Report Gross Expense Ratio | 1.17 | 0.17 | 688% |
| Fund Existence | 2 years | 28 years | - |
| Gain YTD | 11.993 | 13.721 | 87% |
| Front Load | N/A | 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 | 13.97 | 98% |
| Returns for 3 years | N/A | 51.94 | - |
| Returns for 5 years | N/A | 33.45 | - |
| Returns for 10 years | N/A | 157.26 | - |