SZCAX | VSMAX | SZCAX / VSMAX | |
Total Expense Ratio | 1.17 | 0.05 | 2,340% |
Annual Report Gross Expense Ratio | 1.17 | 0.05 | 2,340% |
Fund Existence | 24 years | 25 years | - |
Gain YTD | 9.483 | 5.414 | 175% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.01B | 154B | 1% |
Annual Yield % from dividends | 0.41 | 1.37 | 30% |
Returns for 1 year | 13.02 | 10.01 | 130% |
Returns for 3 years | 28.36 | 32.27 | 88% |
Returns for 5 years | 98.26 | 60.81 | 162% |
Returns for 10 years | 106.28 | 130.93 | 81% |