SMGIX | VTSAX | SMGIX / VTSAX | |
Total Expense Ratio | 0.74 | 0.04 | 1,850% |
Annual Report Gross Expense Ratio | 0.74 | 0.04 | 1,850% |
Fund Existence | 33 years | 25 years | - |
Gain YTD | 10.500 | 8.289 | 127% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 3000 | 67% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.7B | 1.91T | 1% |
Annual Yield % from dividends | 0.52 | 1.21 | 43% |
Returns for 1 year | 9.63 | 17.75 | 54% |
Returns for 3 years | 43.54 | 60.63 | 72% |
Returns for 5 years | 44.64 | 93.55 | 48% |
Returns for 10 years | 81.05 | 201.64 | 40% |