BIRKX | VSMPX | BIRKX / VSMPX | |
Total Expense Ratio | 0.43 | 0.02 | 2,150% |
Annual Report Gross Expense Ratio | 0.50 | 0.02 | 2,500% |
Fund Existence | 9 years | 10 years | - |
Gain YTD | 5.889 | 8.298 | 71% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000000 | 100000000 | 5% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 909M | 1.91T | 0% |
Annual Yield % from dividends | 0.79 | 1.22 | 65% |
Returns for 1 year | 9.44 | 17.76 | 53% |
Returns for 3 years | 39.69 | 60.67 | 65% |
Returns for 5 years | 60.62 | 93.61 | 65% |
Returns for 10 years | N/A | 192.09 | - |