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 | 25 years | - |
Gain YTD | 1.469 | -0.456 | -322% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 324M | 1.34T | 0% |
Annual Yield % from dividends | 0.16 | 1.36 | 12% |
Returns for 1 year | -1.95 | 10.16 | -19% |
Returns for 3 years | 19.29 | 47.12 | 41% |
Returns for 5 years | 39.23 | 97.64 | 40% |
Returns for 10 years | 32.37 | 175.09 | 18% |