SBRVX | VSMAX | SBRVX / VSMAX | |
Total Expense Ratio | 1.14 | 0.05 | 2,280% |
Annual Report Gross Expense Ratio | 1.22 | 0.05 | 2,440% |
Fund Existence | 6 years | 25 years | - |
Gain YTD | 2.492 | 2.804 | 89% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 412M | 153B | 0% |
Annual Yield % from dividends | 0.99 | 1.40 | 71% |
Returns for 1 year | 1.87 | 8.49 | 22% |
Returns for 3 years | 24.15 | 34.27 | 70% |
Returns for 5 years | 48.35 | 66.87 | 72% |
Returns for 10 years | N/A | 115.21 | - |