The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| SMDNX | VMCIX | SMDNX / VMCIX | |
| Total Expense Ratio | 0.51 | 0.03 | 1,700% |
| Annual Report Gross Expense Ratio | 1.07 | 0.03 | 3,567% |
| Fund Existence | 2 years | 28 years | - |
| Gain YTD | 12.169 | 13.755 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 994M | 226B | 0% |
| Annual Yield % from dividends | 0.39 | 1.30 | 30% |
| Returns for 1 year | 13.86 | 13.98 | 99% |
| Returns for 3 years | N/A | 52.01 | - |
| Returns for 5 years | N/A | 33.53 | - |
| Returns for 10 years | N/A | 157.67 | - |