SWFCX | VTMNX | SWFCX / VTMNX | |
Total Expense Ratio | 1.86 | 0.03 | 6,200% |
Annual Report Gross Expense Ratio | 2.85 | 0.03 | 9,500% |
Fund Existence | 27 years | 25 years | - |
Gain YTD | 39.922 | 27.351 | 146% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 5000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 129M | 251B | 0% |
Annual Yield % from dividends | 2.44 | 2.80 | 87% |
Returns for 1 year | 21.97 | 18.46 | 119% |
Returns for 3 years | 71.06 | 64.35 | 110% |
Returns for 5 years | 35.97 | 49.82 | 72% |
Returns for 10 years | 18.68 | 69.77 | 27% |