| SDVSX | VFIAX | SDVSX / VFIAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 1.25 | 0.04 | 3,125% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 17.513 | 16.106 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 1.46T | 0% |
| Annual Yield % from dividends | 0.67 | 1.11 | 60% |
| Returns for 1 year | 2.50 | 12.70 | 20% |
| Returns for 3 years | 20.35 | 67.36 | 30% |
| Returns for 5 years | 22.18 | 85.88 | 26% |
| Returns for 10 years | 18.74 | 225.65 | 8% |