SXPAX | VTSMX | SXPAX / VTSMX | |
Total Expense Ratio | 0.55 | 0.14 | 393% |
Annual Report Gross Expense Ratio | 0.56 | 0.14 | 400% |
Fund Existence | 20 years | 33 years | - |
Gain YTD | -3.540 | -4.022 | 88% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.31B | 1.72T | 0% |
Annual Yield % from dividends | 0.82 | 1.26 | 65% |
Returns for 1 year | 4.71 | 7.95 | 59% |
Returns for 3 years | 26.33 | 40.07 | 66% |
Returns for 5 years | 58.66 | 89.18 | 66% |
Returns for 10 years | 94.82 | 165.24 | 57% |