| SBHVX | VSMAX | SBHVX / VSMAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.00 | 0.05 | 2,000% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 7.790 | 6.757 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 415M | 162B | 0% |
| Annual Yield % from dividends | 1.00 | 1.34 | 74% |
| Returns for 1 year | -2.83 | 1.45 | -195% |
| Returns for 3 years | 25.26 | 33.26 | 76% |
| Returns for 5 years | 39.48 | 48.41 | 82% |
| Returns for 10 years | 56.90 | 138.28 | 41% |