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 | 7.324 | 10.423 | 70% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.71B | 81.5B | 2% |
Annual Yield % from dividends | 0.04 | 1.07 | 4% |
Returns for 1 year | 3.40 | 17.76 | 19% |
Returns for 3 years | 13.71 | 52.34 | 26% |
Returns for 5 years | 10.50 | 63.70 | 16% |
Returns for 10 years | 18.67 | 150.89 | 12% |