| SDVSX | VTSAX | SDVSX / VTSAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 0.95 | 0.04 | 2,375% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 9.437 | 17.316 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 2.06T | 0% |
| Annual Yield % from dividends | 0.67 | 1.11 | 61% |
| Returns for 1 year | 7.23 | 14.33 | 50% |
| Returns for 3 years | 29.00 | 78.72 | 37% |
| Returns for 5 years | 19.25 | 76.73 | 25% |
| Returns for 10 years | 24.22 | 232.82 | 10% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RTMTX | 97.36 | 0.07 | +0.07% |
| Russell Inv Tax-Managed US Large Cap M | |||
| RYSVX | 223.55 | 0.12 | +0.05% |
| Rydex S&P SmallCap 600 Pure Value A | |||
| MIEZX | 14.90 | N/A | N/A |
| MM S&P 500® Index R5 | |||
| RLESX | 26.13 | -0.06 | -0.23% |
| Russell Inv US Small Cap Equity S | |||
| KMKNX | 74.39 | -0.79 | -1.05% |
| Kinetics Market Opportunities No Load | |||