SHXPX | VMVIX | SHXPX / VMVIX | |
Total Expense Ratio | 1.07 | 0.19 | 563% |
Annual Report Gross Expense Ratio | 1.33 | 0.19 | 700% |
Fund Existence | 8 years | 19 years | - |
Gain YTD | 8.430 | 3.841 | 219% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 73.8M | 31B | 0% |
Annual Yield % from dividends | 0.50 | 2.10 | 24% |
Returns for 1 year | 8.63 | 8.48 | 102% |
Returns for 3 years | 10.63 | 21.47 | 49% |
Returns for 5 years | 44.02 | 64.47 | 68% |
Returns for 10 years | N/A | 87.32 | - |