HAVLX | VTSMX | HAVLX / VTSMX | |
Total Expense Ratio | 0.69 | 0.14 | 493% |
Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
Fund Existence | 38 years | 33 years | - |
Gain YTD | 7.427 | 6.421 | 116% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 50000 | 3000 | 1,667% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.38B | 1.82T | 0% |
Annual Yield % from dividends | 1.29 | 1.12 | 115% |
Returns for 1 year | 2.72 | 13.89 | 20% |
Returns for 3 years | 24.63 | 62.08 | 40% |
Returns for 5 years | 48.84 | 95.59 | 51% |
Returns for 10 years | 98.32 | 198.05 | 50% |