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 | 11.345 | 10.550 | 108% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 3000 | 3,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 225M | 1.95T | 0% |
Annual Yield % from dividends | 0.99 | 1.07 | 93% |
Returns for 1 year | 3.53 | 18.26 | 19% |
Returns for 3 years | 21.91 | 63.95 | 34% |
Returns for 5 years | 27.08 | 85.31 | 32% |
Returns for 10 years | 24.36 | 224.80 | 11% |