| 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 | 22.382 | 25.568 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 52.8M | 2,670% |
| Annual Yield % from dividends | 2.75 | 1.51 | 182% |
| Returns for 1 year | 24.02 | 20.22 | 119% |
| Returns for 3 years | 84.59 | 79.68 | 106% |
| Returns for 5 years | 144.40 | 179.89 | 80% |
| Returns for 10 years | 117.42 | 170.07 | 69% |