SHSAX | SWHFX | SHSAX / SWHFX | |
Total Expense Ratio | 1.09 | 0.79 | 138% |
Annual Report Gross Expense Ratio | 1.09 | 0.79 | 138% |
Fund Existence | 26 years | 25 years | - |
Gain YTD | -0.673 | 7.361 | -9% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 6.23B | 644M | 968% |
Annual Yield % from dividends | 0.22 | 0.67 | 33% |
Returns for 1 year | -14.17 | -12.96 | 109% |
Returns for 3 years | 4.59 | 4.17 | 110% |
Returns for 5 years | -14.17 | -7.41 | 191% |
Returns for 10 years | 21.07 | -1.52 | -1,390% |