SHAPX | VTSAX | SHAPX / VTSAX | |
Total Expense Ratio | 0.93 | 0.04 | 2,325% |
Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,325% |
Fund Existence | 55 years | 24 years | - |
Gain YTD | -2.884 | -4.756 | 61% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 8.5B | 1.81T | 0% |
Annual Yield % from dividends | 0.48 | 1.35 | 35% |
Returns for 1 year | -0.52 | 7.36 | -7% |
Returns for 3 years | 6.53 | 21.02 | 31% |
Returns for 5 years | 70.58 | 124.44 | 57% |
Returns for 10 years | 73.46 | 166.97 | 44% |