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 | 33 years | 25 years | - |
Gain YTD | 40.057 | 26.328 | 152% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 5000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 123M | 242B | 0% |
Annual Yield % from dividends | 2.84 | 2.63 | 108% |
Returns for 1 year | 26.09 | 16.71 | 156% |
Returns for 3 years | 66.22 | 54.94 | 121% |
Returns for 5 years | 38.95 | 46.28 | 84% |
Returns for 10 years | 35.53 | 73.83 | 48% |