SUSIX | VTSMX | SUSIX / VTSMX | |
Total Expense Ratio | 0.39 | 0.14 | 279% |
Annual Report Gross Expense Ratio | 0.39 | 0.14 | 279% |
Fund Existence | 28 years | 33 years | - |
Gain YTD | 5.000 | 4.718 | 106% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 10000000 | 3000 | 333,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 310M | 1.82T | 0% |
Annual Yield % from dividends | 0.82 | 1.18 | 69% |
Returns for 1 year | -2.75 | 12.74 | -22% |
Returns for 3 years | 27.48 | 59.49 | 46% |
Returns for 5 years | 8.59 | 100.35 | 9% |
Returns for 10 years | -8.71 | 193.84 | -4% |