SBHVX | VSMAX | SBHVX / VSMAX | |
Total Expense Ratio | 0.99 | 0.05 | 1,980% |
Annual Report Gross Expense Ratio | 1.00 | 0.05 | 2,000% |
Fund Existence | 12 years | 25 years | - |
Gain YTD | 1.746 | 2.178 | 80% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250000 | 3000 | 8,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 409M | 153B | 0% |
Annual Yield % from dividends | 1.09 | 1.40 | 78% |
Returns for 1 year | 1.24 | 7.83 | 16% |
Returns for 3 years | 23.79 | 33.45 | 71% |
Returns for 5 years | 48.13 | 65.85 | 73% |
Returns for 10 years | 46.06 | 113.90 | 40% |