SBHCX | VSGIX | SBHCX / VSGIX | |
Total Expense Ratio | 1.14 | 0.06 | 1,900% |
Annual Report Gross Expense Ratio | 2.46 | 0.06 | 4,100% |
Fund Existence | 6 years | 25 years | - |
Gain YTD | 3.509 | 4.478 | 78% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 5000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 98.3M | 37.5B | 0% |
Annual Yield % from dividends | 0.21 | 0.54 | 38% |
Returns for 1 year | -0.40 | 13.41 | -3% |
Returns for 3 years | 20.41 | 34.67 | 59% |
Returns for 5 years | 27.72 | 34.65 | 80% |
Returns for 10 years | N/A | 139.25 | - |