SUTAX | VIGIX | SUTAX / VIGIX | |
Total Expense Ratio | 0.91 | 0.04 | 2,275% |
Annual Report Gross Expense Ratio | 1.17 | 0.04 | 2,925% |
Fund Existence | 3 years | 27 years | - |
Gain YTD | -5.964 | -5.511 | 108% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 2500 | 5000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 54.1M | 269B | 0% |
Annual Yield % from dividends | 0.85 | 0.51 | 165% |
Returns for 1 year | -20.52 | 12.82 | -160% |
Returns for 3 years | -9.86 | 63.98 | -15% |
Returns for 5 years | N/A | 109.53 | - |
Returns for 10 years | N/A | 259.37 | - |