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 | 20 years | 25 years | - |
Gain YTD | 15.988 | 14.679 | 109% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000 | 3000 | 167% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 232M | 1.41T | 0% |
Annual Yield % from dividends | 0.71 | 1.14 | 62% |
Returns for 1 year | 5.53 | 18.41 | 30% |
Returns for 3 years | 34.43 | 85.44 | 40% |
Returns for 5 years | 28.54 | 95.80 | 30% |
Returns for 10 years | 21.45 | 235.06 | 9% |