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 | 14.845 | 13.023 | 114% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 3000 | 3,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 229M | 2.02T | 0% |
Annual Yield % from dividends | 0.96 | 1.13 | 85% |
Returns for 1 year | 1.91 | 13.81 | 14% |
Returns for 3 years | 31.40 | 76.08 | 41% |
Returns for 5 years | 27.44 | 84.90 | 32% |
Returns for 10 years | 23.04 | 225.85 | 10% |