SIDRX | VIHAX | SIDRX / VIHAX | |
Total Expense Ratio | 0.76 | 0.17 | 447% |
Annual Report Gross Expense Ratio | 0.76 | 0.17 | 447% |
Fund Existence | 10 years | 9 years | - |
Gain YTD | 22.012 | 18.133 | 121% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000000 | 3000 | 166,667% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.32B | 11B | 21% |
Annual Yield % from dividends | 2.59 | 4.14 | 63% |
Returns for 1 year | 22.20 | 16.95 | 131% |
Returns for 3 years | 46.62 | 37.14 | 126% |
Returns for 5 years | 77.16 | 62.69 | 123% |
Returns for 10 years | 70.64 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
VITSX | 142.93 | -1.69 | -1.17% |
Vanguard Total Stock Market Idx I | |||
SSAQX | 73.10 | -0.89 | -1.20% |
State Street US Core Equity Fund | |||
KLCKX | 13.60 | -0.17 | -1.23% |
Federated Hermes Kaufmann Large Cap R | |||
JHJRX | 23.14 | -0.33 | -1.41% |
JHancock ESG Large Cap Core R6 | |||
MRSPX | 14.82 | -0.24 | -1.59% |
BlackRock Advantage SMID Cap R |