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 | 9.927 | 8.287 | 120% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000 | 3000 | 167% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 221M | 1.91T | 0% |
Annual Yield % from dividends | 0.76 | 1.12 | 68% |
Returns for 1 year | 4.76 | 17.75 | 27% |
Returns for 3 years | 19.93 | 60.60 | 33% |
Returns for 5 years | 30.93 | 93.51 | 33% |
Returns for 10 years | 11.10 | 200.97 | 6% |