SRFMX | VTSAX | SRFMX / VTSAX | |
Total Expense Ratio | 0.70 | 0.04 | 1,750% |
Annual Report Gross Expense Ratio | 0.78 | 0.04 | 1,950% |
Fund Existence | 12 years | 25 years | - |
Gain YTD | 7.513 | 8.289 | 91% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 97.3M | 1.91T | 0% |
Annual Yield % from dividends | 0.45 | 1.21 | 37% |
Returns for 1 year | -4.95 | 17.75 | -28% |
Returns for 3 years | 6.33 | 60.63 | 10% |
Returns for 5 years | 11.21 | 93.55 | 12% |
Returns for 10 years | 58.86 | 201.64 | 29% |