SWRLX | VTMNX | SWRLX / VTMNX | |
Total Expense Ratio | 1.27 | 0.03 | 4,233% |
Annual Report Gross Expense Ratio | 1.48 | 0.03 | 4,933% |
Fund Existence | 32 years | 25 years | - |
Gain YTD | 33.026 | 21.635 | 153% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 5000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 117M | 230B | 0% |
Annual Yield % from dividends | 2.96 | 2.75 | 108% |
Returns for 1 year | 25.39 | 19.30 | 132% |
Returns for 3 years | 44.35 | 34.90 | 127% |
Returns for 5 years | 34.51 | 41.47 | 83% |
Returns for 10 years | 23.46 | 54.65 | 43% |