| 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 | 23.861 | 26.271 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 53.1M | 2,672% |
| Annual Yield % from dividends | 2.67 | 1.48 | 180% |
| Returns for 1 year | 24.19 | 20.03 | 121% |
| Returns for 3 years | 83.64 | 77.24 | 108% |
| Returns for 5 years | 137.27 | 168.83 | 81% |
| Returns for 10 years | 120.04 | 173.85 | 69% |