SWMRX | VTIVX | SWMRX / VTIVX | |
Total Expense Ratio | 0.52 | 0.08 | 650% |
Annual Report Gross Expense Ratio | 0.55 | 0.08 | 688% |
Fund Existence | 13 years | 22 years | - |
Gain YTD | 13.631 | 14.291 | 95% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 353M | 102B | 0% |
Annual Yield % from dividends | 1.74 | 2.04 | 85% |
Returns for 1 year | 15.13 | 15.84 | 96% |
Returns for 3 years | 37.38 | 44.14 | 85% |
Returns for 5 years | 45.40 | 39.01 | 116% |
Returns for 10 years | 77.06 | 98.75 | 78% |