SBMAX | VEXAX | SBMAX / VEXAX | |
Total Expense Ratio | 1.16 | 0.05 | 2,320% |
Annual Report Gross Expense Ratio | 1.16 | 0.05 | 2,320% |
Fund Existence | 27 years | 25 years | - |
Gain YTD | 7.295 | 11.802 | 62% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.69B | 83.7B | 2% |
Annual Yield % from dividends | 0.04 | 1.10 | 4% |
Returns for 1 year | -0.72 | 14.45 | -5% |
Returns for 3 years | 21.39 | 62.69 | 34% |
Returns for 5 years | 2.84 | 55.66 | 5% |
Returns for 10 years | 16.34 | 155.57 | 11% |