| SMFPX | VLPAX | SMFPX / VLPAX | |
| Total Expense Ratio | 2.12 | 1.40 | 151% |
| Annual Report Gross Expense Ratio | 2.15 | 1.73 | 124% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 8.213 | 7.985 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 42.6M | 3,021% |
| Annual Yield % from dividends | 3.19 | 1.78 | 179% |
| Returns for 1 year | 6.78 | -0.02 | -35,316% |
| Returns for 3 years | 66.05 | 58.22 | 113% |
| Returns for 5 years | 123.81 | 181.68 | 68% |
| Returns for 10 years | 182.43 | 209.04 | 87% |