SRVEX | VTSAX | SRVEX / VTSAX | |
Total Expense Ratio | 1.07 | 0.04 | 2,675% |
Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
Fund Existence | 35 years | 24 years | - |
Gain YTD | -4.084 | -3.990 | 102% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 310M | 1.81T | 0% |
Annual Yield % from dividends | 0.00 | 1.35 | - |
Returns for 1 year | -1.55 | 8.05 | -19% |
Returns for 3 years | -1.92 | 21.03 | -9% |
Returns for 5 years | 67.21 | 126.25 | 53% |
Returns for 10 years | 5.46 | 167.38 | 3% |