SHXIX | VIVAX | SHXIX / VIVAX | |
Total Expense Ratio | 0.80 | 0.17 | 471% |
Annual Report Gross Expense Ratio | 0.87 | 0.17 | 512% |
Fund Existence | 8 years | 33 years | - |
Gain YTD | 13.037 | 9.738 | 134% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250000 | 3000 | 8,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 67.3M | 208B | 0% |
Annual Yield % from dividends | 0.66 | 1.97 | 33% |
Returns for 1 year | 7.30 | 4.53 | 161% |
Returns for 3 years | 27.13 | 41.68 | 65% |
Returns for 5 years | 44.22 | 74.38 | 59% |
Returns for 10 years | N/A | 124.63 | - |