SXPAX | VTSMX | SXPAX / VTSMX | |
Total Expense Ratio | 0.54 | 0.14 | 386% |
Annual Report Gross Expense Ratio | 0.55 | 0.14 | 393% |
Fund Existence | 20 years | 33 years | - |
Gain YTD | 3.971 | 3.321 | 120% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.4B | 1.82T | 0% |
Annual Yield % from dividends | 0.77 | 1.18 | 65% |
Returns for 1 year | 7.42 | 11.43 | 65% |
Returns for 3 years | 39.96 | 54.19 | 74% |
Returns for 5 years | 68.18 | 97.67 | 70% |
Returns for 10 years | 114.37 | 190.87 | 60% |