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 | 11.533 | 6.724 | 172% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250000 | 3000 | 8,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 76.1M | 195B | 0% |
Annual Yield % from dividends | 0.72 | 2.06 | 35% |
Returns for 1 year | 7.10 | 8.29 | 86% |
Returns for 3 years | 14.36 | 30.59 | 47% |
Returns for 5 years | 56.81 | 73.08 | 78% |
Returns for 10 years | N/A | 115.13 | - |