SHSAX | SWHFX | SHSAX / SWHFX | |
Total Expense Ratio | 1.09 | 0.79 | 138% |
Annual Report Gross Expense Ratio | 1.09 | 0.79 | 138% |
Fund Existence | 26 years | 25 years | - |
Gain YTD | -0.817 | 1.421 | -57% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 6.46B | 646M | 1,000% |
Annual Yield % from dividends | 0.22 | 0.70 | 32% |
Returns for 1 year | -11.81 | -13.04 | 91% |
Returns for 3 years | -7.36 | -7.64 | 96% |
Returns for 5 years | -8.30 | -8.97 | 93% |
Returns for 10 years | 10.50 | -12.89 | -81% |