IICHX | VTSMX | IICHX / VTSMX | |
Total Expense Ratio | 1.58 | 0.14 | 1,129% |
Annual Report Gross Expense Ratio | 1.58 | 0.14 | 1,129% |
Fund Existence | 17 years | 33 years | - |
Gain YTD | 9.879 | 12.487 | 79% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 3000000 | 3000 | 100,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 52.7M | 1.95T | 0% |
Annual Yield % from dividends | 0.29 | 1.07 | 27% |
Returns for 1 year | 4.96 | 17.42 | 28% |
Returns for 3 years | 31.63 | 67.85 | 47% |
Returns for 5 years | 48.44 | 91.58 | 53% |
Returns for 10 years | 36.92 | 231.82 | 16% |