SDVGX | VTSMX | SDVGX / VTSMX | |
Total Expense Ratio | 0.70 | 0.14 | 500% |
Annual Report Gross Expense Ratio | 1.00 | 0.14 | 714% |
Fund Existence | 22 years | 33 years | - |
Gain YTD | 7.913 | 6.421 | 123% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 3000 | 3,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 249M | 1.82T | 0% |
Annual Yield % from dividends | 1.03 | 1.12 | 93% |
Returns for 1 year | 1.99 | 13.89 | 14% |
Returns for 3 years | 21.91 | 62.08 | 35% |
Returns for 5 years | 33.07 | 95.59 | 35% |
Returns for 10 years | 13.12 | 198.05 | 7% |