| SHXPX | VMVIX | SHXPX / VMVIX | |
| Total Expense Ratio | 1.07 | 0.19 | 563% |
| Annual Report Gross Expense Ratio | 1.43 | 0.19 | 753% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 13.445 | 11.036 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.9M | 32.6B | 0% |
| Annual Yield % from dividends | 0.46 | 2.02 | 23% |
| Returns for 1 year | 12.14 | 9.62 | 126% |
| Returns for 3 years | 35.70 | 32.94 | 108% |
| Returns for 5 years | 19.92 | 53.90 | 37% |
| Returns for 10 years | N/A | 109.15 | - |