SDVGX | VTSMX | SDVGX / VTSMX | |
Total Expense Ratio | 0.70 | 0.14 | 500% |
Annual Report Gross Expense Ratio | 1.00 | 0.14 | 714% |
Fund Existence | 22 years | 33 years | - |
Gain YTD | 4.847 | 3.449 | 141% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 3000 | 3,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 242M | 1.82T | 0% |
Annual Yield % from dividends | 1.08 | 1.18 | 91% |
Returns for 1 year | -0.13 | 11.71 | -1% |
Returns for 3 years | 16.58 | 53.95 | 31% |
Returns for 5 years | 34.03 | 97.92 | 35% |
Returns for 10 years | 8.17 | 185.08 | 4% |