SXPAX | VTSAX | SXPAX / VTSAX | |
Total Expense Ratio | 0.54 | 0.04 | 1,350% |
Annual Report Gross Expense Ratio | 0.55 | 0.04 | 1,375% |
Fund Existence | 21 years | 25 years | - |
Gain YTD | 10.171 | 9.275 | 110% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.46B | 1.91T | 0% |
Annual Yield % from dividends | 0.73 | 1.18 | 62% |
Returns for 1 year | 12.37 | 16.22 | 76% |
Returns for 3 years | 34.15 | 46.82 | 73% |
Returns for 5 years | 58.72 | 85.86 | 68% |
Returns for 10 years | 122.34 | 203.17 | 60% |