SBQAX | VTSMX | SBQAX / VTSMX | |
Total Expense Ratio | 2.23 | 0.14 | 1,593% |
Annual Report Gross Expense Ratio | 5.57 | 0.14 | 3,979% |
Fund Existence | 8 years | 33 years | - |
Gain YTD | 7.479 | 8.287 | 90% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.13M | 1.91T | 0% |
Annual Yield % from dividends | 0.00 | 1.12 | - |
Returns for 1 year | 9.61 | 17.75 | 54% |
Returns for 3 years | 44.57 | 60.60 | 74% |
Returns for 5 years | 31.47 | 93.51 | 34% |
Returns for 10 years | N/A | 200.97 | - |