| SMFPX | VLPAX | SMFPX / VLPAX | |
| Total Expense Ratio | 2.09 | 1.40 | 149% |
| Annual Report Gross Expense Ratio | 2.13 | 1.73 | 123% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 22.257 | 25.248 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 52.5M | 2,710% |
| Annual Yield % from dividends | 2.79 | 1.53 | 183% |
| Returns for 1 year | 24.84 | 21.75 | 114% |
| Returns for 3 years | 85.83 | 86.30 | 99% |
| Returns for 5 years | 129.27 | 164.77 | 78% |
| Returns for 10 years | 124.31 | 174.19 | 71% |