SBQUX | VTSAX | SBQUX / VTSAX | |
Total Expense Ratio | 2.98 | 0.04 | 7,450% |
Annual Report Gross Expense Ratio | 6.31 | 0.04 | 15,775% |
Fund Existence | 8 years | 25 years | - |
Gain YTD | 7.120 | 8.289 | 86% |
Front Load | 3% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.13M | 1.91T | 0% |
Annual Yield % from dividends | 0.00 | 1.21 | - |
Returns for 1 year | 8.69 | 17.75 | 49% |
Returns for 3 years | 41.10 | 60.63 | 68% |
Returns for 5 years | 25.02 | 93.55 | 27% |
Returns for 10 years | N/A | 201.64 | - |