| BROKX | VFWPX | BROKX / VFWPX | |
| Total Expense Ratio | 0.45 | 0.03 | 1,500% |
| Annual Report Gross Expense Ratio | 0.53 | 0.03 | 1,767% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 25.828 | 26.993 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.65B | 75.5B | 9% |
| Annual Yield % from dividends | 2.01 | 2.69 | 75% |
| Returns for 1 year | 21.67 | 21.84 | 99% |
| Returns for 3 years | 56.49 | 42.46 | 133% |
| Returns for 5 years | 52.51 | 31.87 | 165% |
| Returns for 10 years | N/A | 73.55 | - |