| SBHCX | VEXRX | SBHCX / VEXRX | |
| Total Expense Ratio | 1.14 | 0.33 | 345% |
| Annual Report Gross Expense Ratio | 2.46 | 0.33 | 745% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 6.311 | 5.539 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 20.2B | 1% |
| Annual Yield % from dividends | 0.03 | 0.56 | 5% |
| Returns for 1 year | 4.65 | 5.23 | 89% |
| Returns for 3 years | 17.27 | 22.21 | 78% |
| Returns for 5 years | 2.44 | -10.59 | -23% |
| Returns for 10 years | N/A | 69.70 | - |