SHXIX | VVIAX | SHXIX / VVIAX | |
Total Expense Ratio | 0.80 | 0.05 | 1,600% |
Annual Report Gross Expense Ratio | 0.87 | 0.05 | 1,740% |
Fund Existence | 8 years | 25 years | - |
Gain YTD | 13.037 | 9.746 | 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 | 2.08 | 32% |
Returns for 1 year | 7.30 | 4.55 | 160% |
Returns for 3 years | 27.13 | 41.72 | 65% |
Returns for 5 years | 44.22 | 74.40 | 59% |
Returns for 10 years | N/A | 124.60 | - |