| SMFPX | VLPIX | SMFPX / VLPIX | |
| Total Expense Ratio | 2.09 | 1.15 | 182% |
| Annual Report Gross Expense Ratio | 2.13 | 1.47 | 145% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 23.861 | 26.469 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 53.1M | 2,672% |
| Annual Yield % from dividends | 2.67 | 1.78 | 150% |
| Returns for 1 year | 24.19 | 20.27 | 119% |
| Returns for 3 years | 83.64 | 78.47 | 107% |
| Returns for 5 years | 137.27 | 172.09 | 80% |
| Returns for 10 years | 120.04 | 179.60 | 67% |