SWFCX | VTIAX | SWFCX / VTIAX | |
Total Expense Ratio | 1.86 | 0.09 | 2,067% |
Annual Report Gross Expense Ratio | 2.85 | 0.09 | 3,167% |
Fund Existence | 27 years | 15 years | - |
Gain YTD | 33.882 | 21.176 | 160% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 118M | 506B | 0% |
Annual Yield % from dividends | 2.66 | 2.82 | 94% |
Returns for 1 year | 18.98 | 14.83 | 128% |
Returns for 3 years | 47.16 | 38.21 | 123% |
Returns for 5 years | 30.01 | 40.12 | 75% |
Returns for 10 years | 15.58 | 67.61 | 23% |