SDYAX | VITSX | SDYAX / VITSX | |
Total Expense Ratio | 0.75 | 0.03 | 2,500% |
Annual Report Gross Expense Ratio | 1.18 | 0.03 | 3,933% |
Fund Existence | 10 years | 28 years | - |
Gain YTD | 2.881 | 1.365 | 211% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 5000000 | 2% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 768M | 1.82T | 0% |
Annual Yield % from dividends | 2.47 | 1.29 | 191% |
Returns for 1 year | 3.76 | 10.06 | 37% |
Returns for 3 years | 20.46 | 57.62 | 36% |
Returns for 5 years | 47.26 | 91.41 | 52% |
Returns for 10 years | N/A | 179.47 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
MSHLX | 48.71 | -0.38 | -0.77% |
Morgan Stanley Inst Growth L | |||
BALFX | 35.61 | -0.31 | -0.86% |
American Funds American Balanced F1 | |||
JACEX | 18.49 | -0.25 | -1.33% |
JHancock Mid Cap Growth R6 | |||
GGZPX | 22.40 | -0.32 | -1.41% |
Goldman Sachs Enhanced U.S. Equity P | |||
VVPSX | 11.60 | -0.28 | -2.36% |
Vulcan Value Partners Small Cap |