SBQUX | VTSAX | SBQUX / VTSAX | |
Total Expense Ratio | 2.98 | 0.04 | 7,450% |
Annual Report Gross Expense Ratio | 6.31 | 0.04 | 15,775% |
Fund Existence | 8 years | 24 years | - |
Gain YTD | -8.400 | -7.132 | 118% |
Front Load | 3% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.08M | 1.7T | 0% |
Annual Yield % from dividends | 0.00 | 1.35 | - |
Returns for 1 year | -5.61 | 7.96 | -70% |
Returns for 3 years | 10.10 | 28.87 | 35% |
Returns for 5 years | 19.02 | 90.68 | 21% |
Returns for 10 years | N/A | 155.24 | - |