SDVSX | VFIAX | SDVSX / VFIAX | |
Total Expense Ratio | 0.95 | 0.04 | 2,375% |
Annual Report Gross Expense Ratio | 1.25 | 0.04 | 3,125% |
Fund Existence | 19 years | 25 years | - |
Gain YTD | 13.731 | 12.244 | 112% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000 | 3000 | 167% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 227M | 1.37T | 0% |
Annual Yield % from dividends | 0.73 | 1.16 | 63% |
Returns for 1 year | 4.75 | 17.73 | 27% |
Returns for 3 years | 22.91 | 67.46 | 34% |
Returns for 5 years | 30.42 | 97.14 | 31% |
Returns for 10 years | 20.39 | 232.71 | 9% |