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 | 11.081 | 11.390 | 97% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 250 | 250 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 80.8B | 80.8B | 100% |
Annual Yield % from dividends | 0.23 | 0.59 | 40% |
Returns for 1 year | 9.22 | 9.69 | 95% |
Returns for 3 years | 30.15 | 31.82 | 95% |
Returns for 5 years | 11.22 | 13.98 | 80% |
Returns for 10 years | 53.78 | 61.00 | 88% |