SDVSX | VTSMX | SDVSX / VTSMX | |
Total Expense Ratio | 0.95 | 0.14 | 679% |
Annual Report Gross Expense Ratio | 1.25 | 0.14 | 893% |
Fund Existence | 19 years | 33 years | - |
Gain YTD | 7.762 | 6.421 | 121% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000 | 3000 | 167% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 249M | 1.82T | 0% |
Annual Yield % from dividends | 0.76 | 1.12 | 68% |
Returns for 1 year | 1.68 | 13.89 | 12% |
Returns for 3 years | 20.75 | 62.08 | 33% |
Returns for 5 years | 31.11 | 95.59 | 33% |
Returns for 10 years | 9.85 | 198.05 | 5% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
HIBCX | 53.99 | 0.39 | +0.73% |
Hartford Capital Appreciation HLS IB | |||
RNWEX | 89.02 | 0.55 | +0.62% |
American Funds New World R4 | |||
WWSMX | 16.49 | 0.09 | +0.55% |
Westwood Quality SMidCap Fund Ultra | |||
RSNRX | 38.44 | 0.09 | +0.23% |
Victory Global Energy Transition A | |||
CSHNX | 11.40 | 0.01 | +0.09% |
NYLI Cushing® MLP Premier Investor Class |