SVPIX | VSIAX | SVPIX / VSIAX | |
Total Expense Ratio | 1.78 | 0.07 | 2,543% |
Annual Report Gross Expense Ratio | 2.37 | 0.07 | 3,386% |
Fund Existence | 24 years | 14 years | - |
Gain YTD | 1.798 | 6.707 | 27% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 3000 | 500% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 5.24M | 59.2B | 0% |
Annual Yield % from dividends | 0.92 | 1.97 | 47% |
Returns for 1 year | 6.51 | 10.22 | 64% |
Returns for 3 years | 23.11 | 36.67 | 63% |
Returns for 5 years | 67.01 | 86.42 | 78% |
Returns for 10 years | 75.70 | 117.84 | 64% |