USBOX | VTSAX | USBOX / VTSAX | |
Total Expense Ratio | 1.11 | 0.04 | 2,775% |
Annual Report Gross Expense Ratio | 1.52 | 0.04 | 3,800% |
Fund Existence | 40 years | 25 years | - |
Gain YTD | 10.641 | 12.375 | 86% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 332M | 1.95T | 0% |
Annual Yield % from dividends | 0.15 | 1.16 | 13% |
Returns for 1 year | 1.30 | 17.19 | 8% |
Returns for 3 years | 36.21 | 67.67 | 54% |
Returns for 5 years | 35.01 | 93.19 | 38% |
Returns for 10 years | 55.06 | 232.21 | 24% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
BTLSX | 9.49 | 0.06 | +0.64% |
Baillie Gifford Intl Concntr Gr EqsInstl | |||
INDIX | 17.92 | N/A | N/A |
Kotak India Equity Fund Class I | |||
NIQCX | 14.82 | N/A | N/A |
Neuberger Berman International Eq C | |||
HCPCX | 50.94 | N/A | N/A |
Hartford Capital Appreciation HLS IC | |||
SCWCX | 61.02 | -0.21 | -0.34% |
American Funds SMALLCAP World C |