| 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 | 3.589 | 6.720 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.9M | 20.5B | 0% |
| Annual Yield % from dividends | 0.20 | 0.49 | 41% |
| Returns for 1 year | -7.35 | -4.89 | 150% |
| Returns for 3 years | 16.73 | 19.65 | 85% |
| Returns for 5 years | 18.10 | 1.29 | 1,400% |
| Returns for 10 years | N/A | 38.49 | - |