| SHXPX | VMVIX | SHXPX / VMVIX | |
| Total Expense Ratio | 1.07 | 0.19 | 563% |
| Annual Report Gross Expense Ratio | 1.33 | 0.19 | 700% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 14.535 | 8.851 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.9M | 31.8B | 0% |
| Annual Yield % from dividends | 0.47 | 2.08 | 23% |
| Returns for 1 year | 7.43 | 2.82 | 264% |
| Returns for 3 years | 17.11 | 26.77 | 64% |
| Returns for 5 years | 33.10 | 56.50 | 59% |
| Returns for 10 years | N/A | 108.40 | - |