MVCAX | SVUIX | MVCAX / SVUIX | |
Total Expense Ratio | 0.99 | 0.92 | 108% |
Annual Report Gross Expense Ratio | 1.00 | 0.97 | 103% |
Fund Existence | 24 years | 17 years | - |
Gain YTD | 2.934 | 3.216 | 91% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 2000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 17.3B | 307M | 5,635% |
Annual Yield % from dividends | 0.87 | 3.94 | 22% |
Returns for 1 year | 1.09 | -40.28 | -3% |
Returns for 3 years | 18.70 | -46.56 | -40% |
Returns for 5 years | 60.39 | -39.07 | -155% |
Returns for 10 years | 64.61 | -55.14 | -117% |