SRVEX | VTSAX | SRVEX / VTSAX | |
Total Expense Ratio | 1.07 | 0.04 | 2,675% |
Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
Fund Existence | 36 years | 25 years | - |
Gain YTD | 11.427 | 8.289 | 138% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 349M | 1.91T | 0% |
Annual Yield % from dividends | 0.00 | 1.21 | - |
Returns for 1 year | 10.92 | 17.75 | 61% |
Returns for 3 years | 29.93 | 60.63 | 49% |
Returns for 5 years | 43.66 | 93.55 | 47% |
Returns for 10 years | 20.08 | 201.64 | 10% |