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 | 16.822 | 12.262 | 137% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 360M | 1.95T | 0% |
Annual Yield % from dividends | 0.00 | 1.16 | - |
Returns for 1 year | 9.16 | 14.92 | 61% |
Returns for 3 years | 44.76 | 79.20 | 57% |
Returns for 5 years | 45.47 | 95.38 | 48% |
Returns for 10 years | 39.20 | 248.62 | 16% |