The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| SSMJX | VMCIX | SSMJX / VMCIX | |
| Total Expense Ratio | 0.49 | 0.03 | 1,650% |
| Annual Report Gross Expense Ratio | 0.58 | 0.03 | 1,940% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 16.168 | 13.200 | 122% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 868M | 225B | 0% |
| Annual Yield % from dividends | 1.28 | 1.30 | 98% |
| Returns for 1 year | 15.61 | 13.31 | 117% |
| Returns for 3 years | 58.44 | 49.59 | 118% |
| Returns for 5 years | 6.44 | 32.60 | 20% |
| Returns for 10 years | 112.59 | 156.84 | 72% |