The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| SSMLX | VIEIX | SSMLX / VIEIX | |
| Total Expense Ratio | 0.24 | 0.04 | 613% |
| Annual Report Gross Expense Ratio | 0.33 | 0.04 | 830% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 16.315 | 15.652 | 104% |
| 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 | 1.62 | 1.01 | 160% |
| Returns for 1 year | 15.88 | 17.70 | 90% |
| Returns for 3 years | 59.77 | 59.71 | 100% |
| Returns for 5 years | 7.87 | 27.29 | 29% |
| Returns for 10 years | 117.98 | 172.87 | 68% |