| USBOX | VFINX | USBOX / VFINX | |
| Total Expense Ratio | 1.11 | 0.14 | 793% |
| Annual Report Gross Expense Ratio | 1.52 | 0.14 | 1,086% |
| Fund Existence | 41 years | 50 years | - |
| Gain YTD | 3.683 | 8.318 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 1.67T | 0% |
| Annual Yield % from dividends | 0.40 | 0.97 | 42% |
| Returns for 1 year | -12.33 | 16.52 | -75% |
| Returns for 3 years | 2.40 | 62.51 | 4% |
| Returns for 5 years | -10.71 | 68.20 | -16% |
| Returns for 10 years | 27.64 | 242.23 | 11% |