HDPBX | VTSAX | HDPBX / VTSAX | |
Total Expense Ratio | 1.30 | 0.04 | 3,250% |
Annual Report Gross Expense Ratio | 1.42 | 0.04 | 3,550% |
Fund Existence | 16 years | 25 years | - |
Gain YTD | 11.682 | 8.289 | 141% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 54.2M | 1.91T | 0% |
Annual Yield % from dividends | 0.41 | 1.21 | 34% |
Returns for 1 year | 12.21 | 17.75 | 69% |
Returns for 3 years | 49.49 | 60.63 | 82% |
Returns for 5 years | 62.00 | 93.55 | 66% |
Returns for 10 years | 81.41 | 201.64 | 40% |