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 | 42.614 | 28.394 | 150% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 5000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 126M | 251B | 0% |
Annual Yield % from dividends | 2.71 | 2.80 | 97% |
Returns for 1 year | 23.46 | 18.57 | 126% |
Returns for 3 years | 79.27 | 68.35 | 116% |
Returns for 5 years | 43.64 | 49.48 | 88% |
Returns for 10 years | 35.32 | 70.74 | 50% |