SWFCX | VTMNX | SWFCX / VTMNX | |
Total Expense Ratio | 1.86 | 0.03 | 6,200% |
Annual Report Gross Expense Ratio | 2.85 | 0.03 | 9,500% |
Fund Existence | 27 years | 25 years | - |
Gain YTD | 40.941 | 27.155 | 151% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 5000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 125M | 251B | 0% |
Annual Yield % from dividends | 2.44 | 2.80 | 87% |
Returns for 1 year | 22.38 | 17.71 | 126% |
Returns for 3 years | 73.56 | 66.72 | 110% |
Returns for 5 years | 34.64 | 47.28 | 73% |
Returns for 10 years | 19.25 | 69.09 | 28% |