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 | -3.889 | -4.878 | 80% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.19M | 1.81T | 0% |
Annual Yield % from dividends | 0.00 | 1.25 | - |
Returns for 1 year | 0.00 | 8.62 | - |
Returns for 3 years | 18.54 | 30.42 | 61% |
Returns for 5 years | 40.59 | 121.86 | 33% |
Returns for 10 years | N/A | 168.01 | - |