| SMRPX | VLPAX | SMRPX / VLPAX | |
| Total Expense Ratio | 0.99 | 1.40 | 71% |
| Annual Report Gross Expense Ratio | 1.03 | 1.73 | 60% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 22.976 | 25.248 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 52.5M | 2,710% |
| Annual Yield % from dividends | 3.82 | 1.53 | 250% |
| Returns for 1 year | 26.16 | 21.75 | 120% |
| Returns for 3 years | 91.84 | 86.30 | 106% |
| Returns for 5 years | 141.92 | 164.77 | 86% |
| Returns for 10 years | 149.78 | 174.19 | 86% |