IPSIX | VSMAX | IPSIX / VSMAX | |
Total Expense Ratio | 0.60 | 0.05 | 1,200% |
Annual Report Gross Expense Ratio | 0.68 | 0.05 | 1,360% |
Fund Existence | 28 years | 25 years | - |
Gain YTD | -0.525 | 6.527 | -8% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 3000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 388M | 161B | 0% |
Annual Yield % from dividends | 0.66 | 1.31 | 50% |
Returns for 1 year | 3.90 | 13.64 | 29% |
Returns for 3 years | 21.51 | 39.35 | 55% |
Returns for 5 years | 37.92 | 66.80 | 57% |
Returns for 10 years | 12.05 | 132.90 | 9% |