MVCAX | SDVRX | MVCAX / SDVRX | |
Total Expense Ratio | 0.99 | 1.45 | 68% |
Annual Report Gross Expense Ratio | 1.00 | 5.93 | 17% |
Fund Existence | 24 years | 11 years | - |
Gain YTD | 3.814 | 4.791 | 80% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 17.3B | 164M | 10,549% |
Annual Yield % from dividends | 0.87 | 1.09 | 80% |
Returns for 1 year | -1.70 | 7.99 | -21% |
Returns for 3 years | 16.54 | 27.10 | 61% |
Returns for 5 years | 54.59 | 99.35 | 55% |
Returns for 10 years | 67.90 | 38.29 | 177% |