SUSIX | VFIAX | SUSIX / VFIAX | |
Total Expense Ratio | 0.39 | 0.04 | 975% |
Annual Report Gross Expense Ratio | 0.39 | 0.04 | 975% |
Fund Existence | 28 years | 25 years | - |
Gain YTD | 13.770 | 13.413 | 103% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 10000000 | 3000 | 333,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 320M | 1.41T | 0% |
Annual Yield % from dividends | 0.73 | 1.14 | 64% |
Returns for 1 year | -0.47 | 14.15 | -3% |
Returns for 3 years | 41.98 | 79.39 | 53% |
Returns for 5 years | -0.16 | 91.55 | -0% |
Returns for 10 years | 2.15 | 228.70 | 1% |