SHXPX | VVIAX | SHXPX / VVIAX | |
Total Expense Ratio | 1.07 | 0.05 | 2,140% |
Annual Report Gross Expense Ratio | 1.33 | 0.05 | 2,660% |
Fund Existence | 8 years | 25 years | - |
Gain YTD | 15.480 | 8.956 | 173% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 69.5M | 203B | 0% |
Annual Yield % from dividends | 0.47 | 2.10 | 22% |
Returns for 1 year | 11.57 | 6.87 | 168% |
Returns for 3 years | 25.42 | 38.36 | 66% |
Returns for 5 years | 45.84 | 73.52 | 62% |
Returns for 10 years | N/A | 137.92 | - |