SDVGX | VTSAX | SDVGX / VTSAX | |
Total Expense Ratio | 0.70 | 0.04 | 1,750% |
Annual Report Gross Expense Ratio | 1.00 | 0.04 | 2,500% |
Fund Existence | 22 years | 25 years | - |
Gain YTD | 7.244 | 6.118 | 118% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 3000 | 3,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 247M | 1.91T | 0% |
Annual Yield % from dividends | 1.03 | 1.21 | 85% |
Returns for 1 year | -0.58 | 11.80 | -5% |
Returns for 3 years | 21.96 | 61.23 | 36% |
Returns for 5 years | 27.46 | 89.12 | 31% |
Returns for 10 years | 10.26 | 190.51 | 5% |