SDVSX | VTSAX | SDVSX / VTSAX | |
Total Expense Ratio | 0.95 | 0.04 | 2,375% |
Annual Report Gross Expense Ratio | 1.25 | 0.04 | 3,125% |
Fund Existence | 19 years | 25 years | - |
Gain YTD | 3.130 | 1.365 | 229% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000 | 3000 | 167% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 239M | 1.82T | 0% |
Annual Yield % from dividends | 0.84 | 1.28 | 65% |
Returns for 1 year | -0.97 | 10.07 | -10% |
Returns for 3 years | 18.28 | 57.61 | 32% |
Returns for 5 years | 28.72 | 91.40 | 31% |
Returns for 10 years | 3.40 | 179.53 | 2% |