SWFCX | VIHAX | SWFCX / VIHAX | |
Total Expense Ratio | 1.86 | 0.17 | 1,094% |
Annual Report Gross Expense Ratio | 2.85 | 0.17 | 1,676% |
Fund Existence | 27 years | 9 years | - |
Gain YTD | 24.706 | 17.828 | 139% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 112M | 11B | 1% |
Annual Yield % from dividends | 2.75 | 4.14 | 67% |
Returns for 1 year | 13.50 | 13.72 | 98% |
Returns for 3 years | 26.67 | 25.45 | 105% |
Returns for 5 years | 24.68 | 54.53 | 45% |
Returns for 10 years | 1.42 | N/A | - |
1 Day | |||
---|---|---|---|
ETFs / NAME | Price $ | Chg $ | Chg % |
SPDV | 31.82 | 0.37 | +1.18% |
AAM S&P 500 High Dividend Value ETF | |||
RECS | 35.56 | 0.40 | +1.14% |
Columbia Research Enhanced Core ETF | |||
BKN | 10.69 | N/A | N/A |
BlackRock Investment Quality Municipal Trust | |||
EAOK | 26.05 | -0.02 | -0.06% |
iShares ESG Aware 30/70 Cnsrv Allc ETF | |||
EIM | 9.59 | -0.03 | -0.31% |
Eaton Vance Municipal |