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 | 7.489 | 6.416 | 117% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 3000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 119B | 1.82T | 7% |
Annual Yield % from dividends | 1.16 | 1.21 | 96% |
Returns for 1 year | 14.91 | 13.89 | 107% |
Returns for 3 years | 68.95 | 62.12 | 111% |
Returns for 5 years | 108.76 | 95.62 | 114% |
Returns for 10 years | 215.34 | 198.69 | 108% |