SXPAX | VTSMX | SXPAX / VTSMX | |
Total Expense Ratio | 0.54 | 0.14 | 386% |
Annual Report Gross Expense Ratio | 0.55 | 0.14 | 393% |
Fund Existence | 21 years | 33 years | - |
Gain YTD | 10.778 | 10.330 | 104% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.46B | 1.95T | 0% |
Annual Yield % from dividends | 0.72 | 1.07 | 68% |
Returns for 1 year | 13.74 | 18.03 | 76% |
Returns for 3 years | 48.48 | 63.63 | 76% |
Returns for 5 years | 56.93 | 84.94 | 67% |
Returns for 10 years | 137.77 | 224.15 | 61% |