DFSVX | SHDPX | DFSVX / SHDPX | |
Total Expense Ratio | 0.31 | 1.18 | 26% |
Annual Report Gross Expense Ratio | 0.31 | 1.54 | 20% |
Fund Existence | 32 years | 8 years | - |
Gain YTD | 0.901 | -3.346 | -27% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 2500 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16B | 29.8M | 53,691% |
Annual Yield % from dividends | 1.67 | 0.00 | - |
Returns for 1 year | 0.60 | -9.41 | -6% |
Returns for 3 years | 27.09 | -8.38 | -323% |
Returns for 5 years | 94.25 | 27.81 | 339% |
Returns for 10 years | 50.73 | N/A | - |