HDVFX | VTIAX | HDVFX / VTIAX | |
Total Expense Ratio | 0.54 | 0.09 | 600% |
Annual Report Gross Expense Ratio | 0.54 | 0.09 | 600% |
Fund Existence | 8 years | 15 years | - |
Gain YTD | 24.169 | 21.461 | 113% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 3000 | 33,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 683M | 506B | 0% |
Annual Yield % from dividends | 2.03 | 2.82 | 72% |
Returns for 1 year | 21.20 | 17.19 | 123% |
Returns for 3 years | 49.48 | 35.44 | 140% |
Returns for 5 years | 52.85 | 40.30 | 131% |
Returns for 10 years | N/A | 59.27 | - |