SRFMX | VTSAX | SRFMX / VTSAX | |
Total Expense Ratio | 0.70 | 0.04 | 1,750% |
Annual Report Gross Expense Ratio | 0.78 | 0.04 | 1,950% |
Fund Existence | 11 years | 25 years | - |
Gain YTD | 6.943 | 6.189 | 112% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 96.8M | 1.91T | 0% |
Annual Yield % from dividends | 0.45 | 1.21 | 37% |
Returns for 1 year | -8.65 | 11.87 | -73% |
Returns for 3 years | 7.62 | 60.51 | 13% |
Returns for 5 years | 11.18 | 91.81 | 12% |
Returns for 10 years | 56.69 | 193.78 | 29% |