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 | 7.295 | 6.762 | 108% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 10000000 | 3000 | 333,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 315M | 1.91T | 0% |
Annual Yield % from dividends | 0.78 | 1.12 | 70% |
Returns for 1 year | -1.44 | 13.47 | -11% |
Returns for 3 years | 26.11 | 57.72 | 45% |
Returns for 5 years | 2.71 | 90.23 | 3% |
Returns for 10 years | -9.31 | 192.94 | -5% |