MVCAX | SVUIX | MVCAX / SVUIX | |
Total Expense Ratio | 0.99 | 0.92 | 108% |
Annual Report Gross Expense Ratio | 1.00 | 0.97 | 103% |
Fund Existence | 24 years | 17 years | - |
Gain YTD | 3.814 | 3.319 | 115% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 2000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 17.2B | 305M | 5,639% |
Annual Yield % from dividends | 0.87 | 3.94 | 22% |
Returns for 1 year | -1.70 | -42.68 | 4% |
Returns for 3 years | 16.54 | -48.21 | -34% |
Returns for 5 years | 54.59 | -41.96 | -130% |
Returns for 10 years | 67.90 | -54.00 | -126% |