The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| SSMKX | VIEIX | SSMKX / VIEIX | |
| Total Expense Ratio | 0.04 | 0.04 | 113% |
| Annual Report Gross Expense Ratio | 0.13 | 0.04 | 330% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 16.511 | 15.652 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 868M | 93.6B | 1% |
| Annual Yield % from dividends | 1.68 | 1.01 | 165% |
| Returns for 1 year | 16.12 | 17.70 | 91% |
| Returns for 3 years | 60.40 | 59.71 | 101% |
| Returns for 5 years | 8.73 | 27.29 | 32% |
| Returns for 10 years | 120.87 | 172.87 | 70% |