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 | 10.959 | 9.275 | 118% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000 | 3000 | 167% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 223M | 1.91T | 0% |
Annual Yield % from dividends | 0.74 | 1.18 | 63% |
Returns for 1 year | 3.29 | 16.22 | 20% |
Returns for 3 years | 11.54 | 46.82 | 25% |
Returns for 5 years | 25.92 | 85.86 | 30% |
Returns for 10 years | 11.00 | 203.17 | 5% |