SOAVX | VTSMX | SOAVX / VTSMX | |
Total Expense Ratio | 1.52 | 0.14 | 1,086% |
Annual Report Gross Expense Ratio | 1.52 | 0.14 | 1,086% |
Fund Existence | 23 years | 33 years | - |
Gain YTD | 10.259 | 7.812 | 131% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 500 | 3000 | 17% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 202M | 1.91T | 0% |
Annual Yield % from dividends | 3.96 | 1.12 | 355% |
Returns for 1 year | 17.96 | 17.23 | 104% |
Returns for 3 years | 75.39 | 59.89 | 126% |
Returns for 5 years | 113.23 | 92.66 | 122% |
Returns for 10 years | 181.62 | 199.64 | 91% |