RSEBX | SMCWX | RSEBX / SMCWX | |
Total Expense Ratio | 1.45 | 1.04 | 139% |
Annual Report Gross Expense Ratio | 1.45 | 1.04 | 139% |
Fund Existence | 11 years | 35 years | - |
Gain YTD | 7.850 | 8.109 | 97% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 250 | 250 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 79.1B | 79.1B | 100% |
Annual Yield % from dividends | 0.23 | 0.59 | 40% |
Returns for 1 year | 13.43 | 13.91 | 97% |
Returns for 3 years | 21.95 | 23.48 | 93% |
Returns for 5 years | 10.87 | 13.61 | 80% |
Returns for 10 years | 42.72 | 49.39 | 87% |