SWPPX | VTSAX | SWPPX / VTSAX | |
Total Expense Ratio | 0.02 | 0.04 | 50% |
Annual Report Gross Expense Ratio | 0.02 | 0.04 | 50% |
Fund Existence | 28 years | 24 years | - |
Gain YTD | -5.683 | -6.508 | 87% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 3000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 104B | 1.7T | 6% |
Annual Yield % from dividends | 1.28 | 1.35 | 95% |
Returns for 1 year | 10.90 | 8.69 | 125% |
Returns for 3 years | 36.31 | 29.73 | 122% |
Returns for 5 years | 102.95 | 91.96 | 112% |
Returns for 10 years | 171.79 | 156.95 | 109% |