SHXIX | VIVAX | SHXIX / VIVAX | |
Total Expense Ratio | 0.80 | 0.17 | 471% |
Annual Report Gross Expense Ratio | 0.87 | 0.17 | 512% |
Fund Existence | 8 years | 33 years | - |
Gain YTD | 13.037 | 9.738 | 134% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250000 | 3000 | 8,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 67.3M | 208B | 0% |
Annual Yield % from dividends | 0.66 | 1.97 | 33% |
Returns for 1 year | 7.59 | 4.63 | 164% |
Returns for 3 years | 28.04 | 42.99 | 65% |
Returns for 5 years | 43.34 | 71.78 | 60% |
Returns for 10 years | N/A | 129.45 | - |