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 | 11.475 | 9.857 | 116% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000 | 3000 | 167% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 224M | 1.91T | 0% |
Annual Yield % from dividends | 0.74 | 1.18 | 63% |
Returns for 1 year | 3.10 | 16.18 | 19% |
Returns for 3 years | 15.92 | 54.21 | 29% |
Returns for 5 years | 26.33 | 85.51 | 31% |
Returns for 10 years | 24.02 | 241.29 | 10% |