SDVSX | VTSAX | SDVSX / VTSAX | |
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 | 7.247 | 6.189 | 117% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000 | 3000 | 167% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 248M | 1.91T | 0% |
Annual Yield % from dividends | 0.76 | 1.21 | 62% |
Returns for 1 year | -0.19 | 11.87 | -2% |
Returns for 3 years | 20.00 | 60.51 | 33% |
Returns for 5 years | 29.43 | 91.81 | 32% |
Returns for 10 years | 7.65 | 193.78 | 4% |