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 | 15.330 | 10.243 | 150% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250000 | 3000 | 8,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 69M | 203B | 0% |
Annual Yield % from dividends | 0.66 | 2.10 | 32% |
Returns for 1 year | 10.59 | 7.68 | 138% |
Returns for 3 years | 37.85 | 50.25 | 75% |
Returns for 5 years | 55.36 | 81.82 | 68% |
Returns for 10 years | N/A | 147.68 | - |