SWRLX | VDVIX | SWRLX / VDVIX | |
Total Expense Ratio | 1.27 | 0.16 | 794% |
Annual Report Gross Expense Ratio | 1.48 | 0.16 | 925% |
Fund Existence | 33 years | 12 years | - |
Gain YTD | 40.057 | 26.187 | 153% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 123M | N/A | - |
Annual Yield % from dividends | 2.84 | 2.52 | 112% |
Returns for 1 year | 26.09 | 16.58 | 157% |
Returns for 3 years | 66.22 | 54.81 | 121% |
Returns for 5 years | 38.95 | 46.21 | 84% |
Returns for 10 years | 35.53 | 73.49 | 48% |