The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
VBIAX | VTSAX | VBIAX / VTSAX | |
Total Expense Ratio | 0.07 | 0.04 | 175% |
Annual Report Gross Expense Ratio | 0.07 | 0.04 | 175% |
Fund Existence | 25 years | 25 years | - |
Gain YTD | 5.140 | 7.778 | 66% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 3000 | 3000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 58.3B | 1.91T | 3% |
Annual Yield % from dividends | 2.06 | 1.18 | 174% |
Returns for 1 year | 6.17 | 14.65 | 42% |
Returns for 3 years | 22.75 | 52.13 | 44% |
Returns for 5 years | 31.01 | 89.29 | 35% |
Returns for 10 years | 86.98 | 199.19 | 44% |