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 | 12 years | 25 years | - |
Gain YTD | 6.872 | 10.134 | 68% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 91.9M | 1.91T | 0% |
Annual Yield % from dividends | 0.45 | 1.18 | 38% |
Returns for 1 year | -8.77 | 15.91 | -55% |
Returns for 3 years | 2.73 | 58.15 | 5% |
Returns for 5 years | 0.34 | 80.23 | 0% |
Returns for 10 years | 69.10 | 224.21 | 31% |