| 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 | 18.121 | 16.237 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 2.05T | 0% |
| Annual Yield % from dividends | 0.92 | 1.11 | 83% |
| Returns for 1 year | 3.25 | 12.13 | 27% |
| Returns for 3 years | 21.78 | 65.49 | 33% |
| Returns for 5 years | 23.17 | 76.48 | 30% |
| Returns for 10 years | 22.72 | 225.76 | 10% |