SWRLX | VIHAX | SWRLX / VIHAX | |
Total Expense Ratio | 1.27 | 0.17 | 747% |
Annual Report Gross Expense Ratio | 1.48 | 0.17 | 871% |
Fund Existence | 32 years | 9 years | - |
Gain YTD | 28.054 | 18.578 | 151% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 113M | 11.6B | 1% |
Annual Yield % from dividends | 2.95 | 4.17 | 71% |
Returns for 1 year | 16.00 | 14.13 | 113% |
Returns for 3 years | 46.55 | 45.93 | 101% |
Returns for 5 years | 35.14 | 58.92 | 60% |
Returns for 10 years | 16.75 | N/A | - |