SOIVX | VTSMX | SOIVX / VTSMX | |
Total Expense Ratio | 1.22 | 0.14 | 871% |
Annual Report Gross Expense Ratio | 1.22 | 0.14 | 871% |
Fund Existence | 5 years | 33 years | - |
Gain YTD | 11.714 | 10.125 | 116% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 3000 | 3,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 203M | 1.91T | 0% |
Annual Yield % from dividends | 4.12 | 1.09 | 377% |
Returns for 1 year | 13.97 | 15.91 | 88% |
Returns for 3 years | 71.23 | 58.13 | 123% |
Returns for 5 years | 99.24 | 80.22 | 124% |
Returns for 10 years | N/A | 223.55 | - |