SXPAX | VTSAX | SXPAX / VTSAX | |
Total Expense Ratio | 0.55 | 0.04 | 1,375% |
Annual Report Gross Expense Ratio | 0.56 | 0.04 | 1,400% |
Fund Existence | 20 years | 24 years | - |
Gain YTD | -7.030 | -7.884 | 89% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.27B | 1.7T | 0% |
Annual Yield % from dividends | 0.81 | 1.35 | 60% |
Returns for 1 year | 2.00 | 4.73 | 42% |
Returns for 3 years | 10.42 | 20.97 | 50% |
Returns for 5 years | 60.71 | 92.17 | 66% |
Returns for 10 years | 88.48 | 155.18 | 57% |