SWPPX | VTSAX | SWPPX / VTSAX | |
Total Expense Ratio | 0.02 | 0.04 | 50% |
Annual Report Gross Expense Ratio | 0.02 | 0.04 | 50% |
Fund Existence | 28 years | 25 years | - |
Gain YTD | 10.535 | 9.275 | 114% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 3000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 123B | 1.91T | 6% |
Annual Yield % from dividends | 1.13 | 1.18 | 96% |
Returns for 1 year | 25.36 | 16.22 | 156% |
Returns for 3 years | 77.35 | 46.82 | 165% |
Returns for 5 years | 143.91 | 85.86 | 168% |
Returns for 10 years | 333.62 | 203.17 | 164% |