SDVGX | VTSAX | SDVGX / VTSAX | |
Total Expense Ratio | 0.70 | 0.04 | 1,750% |
Annual Report Gross Expense Ratio | 1.00 | 0.04 | 2,500% |
Fund Existence | 22 years | 25 years | - |
Gain YTD | 9.999 | 7.927 | 126% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 3000 | 3,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 221M | 1.91T | 0% |
Annual Yield % from dividends | 1.03 | 1.21 | 85% |
Returns for 1 year | 4.18 | 15.99 | 26% |
Returns for 3 years | 15.90 | 51.99 | 31% |
Returns for 5 years | 31.48 | 90.62 | 35% |
Returns for 10 years | 13.34 | 198.64 | 7% |