HDPBX | VTSMX | HDPBX / VTSMX | |
Total Expense Ratio | 1.30 | 0.14 | 929% |
Annual Report Gross Expense Ratio | 1.42 | 0.14 | 1,014% |
Fund Existence | 16 years | 33 years | - |
Gain YTD | 10.878 | 6.421 | 169% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 51.7M | 1.82T | 0% |
Annual Yield % from dividends | 0.41 | 1.12 | 36% |
Returns for 1 year | 8.78 | 13.89 | 63% |
Returns for 3 years | 53.27 | 62.08 | 86% |
Returns for 5 years | 63.27 | 95.59 | 66% |
Returns for 10 years | 85.75 | 198.05 | 43% |