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 | 8 years | 24 years | - |
Gain YTD | -10.322 | -10.650 | 97% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.03M | 1.7T | 0% |
Annual Yield % from dividends | 0.00 | 1.35 | - |
Returns for 1 year | -7.34 | 4.59 | -160% |
Returns for 3 years | 5.36 | 17.81 | 30% |
Returns for 5 years | 20.62 | 81.37 | 25% |
Returns for 10 years | N/A | 146.77 | - |