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 | 36 years | 25 years | - |
Gain YTD | 14.777 | 10.566 | 140% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 355M | 1.95T | 0% |
Annual Yield % from dividends | 0.00 | 1.16 | - |
Returns for 1 year | 12.71 | 18.27 | 70% |
Returns for 3 years | 33.34 | 63.99 | 52% |
Returns for 5 years | 37.83 | 85.33 | 44% |
Returns for 10 years | 29.51 | 225.55 | 13% |