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 | 3.066 | 1.550 | 198% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000 | 3000 | 167% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 238M | 1.82T | 0% |
Annual Yield % from dividends | 0.79 | 1.28 | 62% |
Returns for 1 year | -2.17 | 9.61 | -23% |
Returns for 3 years | 17.87 | 56.81 | 31% |
Returns for 5 years | 26.33 | 87.92 | 30% |
Returns for 10 years | 2.24 | 176.14 | 1% |