SWPPX | VTSMX | SWPPX / VTSMX | |
Total Expense Ratio | 0.02 | 0.14 | 14% |
Annual Report Gross Expense Ratio | 0.02 | 0.14 | 14% |
Fund Existence | 28 years | 33 years | - |
Gain YTD | 9.405 | 8.287 | 113% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 3000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 122B | 1.91T | 6% |
Annual Yield % from dividends | 1.16 | 1.12 | 104% |
Returns for 1 year | 19.88 | 17.75 | 112% |
Returns for 3 years | 67.65 | 60.60 | 112% |
Returns for 5 years | 106.67 | 93.51 | 114% |
Returns for 10 years | 216.98 | 200.97 | 108% |