SRMAX | VWSTX | SRMAX / VWSTX | |
Total Expense Ratio | 0.68 | 0.17 | 400% |
Annual Report Gross Expense Ratio | 0.87 | 0.17 | 512% |
Fund Existence | 22 years | 48 years | - |
Gain YTD | 2.195 | 0.761 | 288% |
Front Load | 2% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 133M | 16.3B | 1% |
Annual Yield % from dividends | 2.73 | 3.15 | 87% |
Returns for 1 year | 2.94 | 0.44 | 665% |
Returns for 3 years | 9.43 | 1.94 | 485% |
Returns for 5 years | 6.20 | -0.29 | -2,124% |
Returns for 10 years | 14.25 | 0.71 | 2,013% |