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 | 3.987 | 4.146 | 96% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.69B | 108B | 2% |
Annual Yield % from dividends | 0.04 | 1.15 | 4% |
Returns for 1 year | 6.32 | 17.49 | 36% |
Returns for 3 years | 11.61 | 49.74 | 23% |
Returns for 5 years | 15.75 | 68.47 | 23% |
Returns for 10 years | 11.09 | 123.51 | 9% |