USBOX | VFIAX | USBOX / VFIAX | |
Total Expense Ratio | 1.14 | 0.04 | 2,850% |
Annual Report Gross Expense Ratio | 1.52 | 0.04 | 3,800% |
Fund Existence | 40 years | 24 years | - |
Gain YTD | -1.825 | -5.249 | 35% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 315M | 1.32T | 0% |
Annual Yield % from dividends | 0.16 | 1.36 | 12% |
Returns for 1 year | 0.66 | 11.02 | 6% |
Returns for 3 years | 12.21 | 34.11 | 36% |
Returns for 5 years | 37.69 | 96.77 | 39% |
Returns for 10 years | 29.58 | 163.78 | 18% |