SBQAX | VTSAX | SBQAX / VTSAX | |
Total Expense Ratio | 2.23 | 0.04 | 5,575% |
Annual Report Gross Expense Ratio | 5.57 | 0.04 | 13,925% |
Fund Existence | 9 years | 25 years | - |
Gain YTD | 3.141 | 9.566 | 33% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.03M | 1.91T | 0% |
Annual Yield % from dividends | 0.00 | 1.18 | - |
Returns for 1 year | 4.55 | 16.53 | 28% |
Returns for 3 years | 27.69 | 47.21 | 59% |
Returns for 5 years | 20.96 | 86.35 | 24% |
Returns for 10 years | N/A | 203.98 | - |