SRVEX | VTSMX | SRVEX / VTSMX | |
Total Expense Ratio | 1.07 | 0.14 | 764% |
Annual Report Gross Expense Ratio | 1.07 | 0.14 | 764% |
Fund Existence | 36 years | 33 years | - |
Gain YTD | 14.410 | 10.330 | 139% |
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 | 1.07 | - |
Returns for 1 year | 12.35 | 18.03 | 69% |
Returns for 3 years | 32.91 | 63.63 | 52% |
Returns for 5 years | 37.39 | 84.94 | 44% |
Returns for 10 years | 29.10 | 224.15 | 13% |