| SDVGX | VTSAX | SDVGX / VTSAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 1.00 | 0.04 | 2,500% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 18.635 | 13.952 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234M | 2.05T | 0% |
| Annual Yield % from dividends | 0.93 | 1.11 | 84% |
| Returns for 1 year | 4.28 | 11.52 | 37% |
| Returns for 3 years | 25.76 | 66.89 | 39% |
| Returns for 5 years | 27.31 | 80.80 | 34% |
| Returns for 10 years | 27.78 | 225.71 | 12% |