SBQUX | VTSMX | SBQUX / VTSMX | |
Total Expense Ratio | 2.98 | 0.14 | 2,129% |
Annual Report Gross Expense Ratio | 6.31 | 0.14 | 4,507% |
Fund Existence | 8 years | 33 years | - |
Gain YTD | -8.400 | -7.129 | 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 | 1.25 | - |
Returns for 1 year | -5.61 | 7.96 | -70% |
Returns for 3 years | 10.10 | 28.86 | 35% |
Returns for 5 years | 19.02 | 90.65 | 21% |
Returns for 10 years | N/A | 154.73 | - |