SDFSX | VSMAX | SDFSX / VSMAX | |
Total Expense Ratio | 1.16 | 0.05 | 2,320% |
Annual Report Gross Expense Ratio | 1.56 | 0.05 | 3,120% |
Fund Existence | 10 years | 25 years | - |
Gain YTD | 5.328 | 1.447 | 368% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000 | 3000 | 167% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 38.8M | 148B | 0% |
Annual Yield % from dividends | 0.65 | 1.40 | 46% |
Returns for 1 year | 11.34 | 12.25 | 93% |
Returns for 3 years | 41.78 | 37.95 | 110% |
Returns for 5 years | 63.77 | 69.54 | 92% |
Returns for 10 years | 95.55 | 109.34 | 87% |