The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| SNWAX | VSCAX | SNWAX / VSCAX | |
| Total Expense Ratio | 1.20 | 1.10 | 109% |
| Annual Report Gross Expense Ratio | 1.96 | 1.10 | 178% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 15.647 | 24.378 | 64% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.7M | 11.3B | 1% |
| Annual Yield % from dividends | 1.78 | 0.21 | 864% |
| Returns for 1 year | 26.28 | 26.44 | 99% |
| Returns for 3 years | 68.59 | 58.23 | 118% |
| Returns for 5 years | 80.80 | 58.17 | 139% |
| Returns for 10 years | 200.17 | 90.07 | 222% |