SWRLX | VDVIX | SWRLX / VDVIX | |
Total Expense Ratio | 1.27 | 0.16 | 794% |
Annual Report Gross Expense Ratio | 1.48 | 0.16 | 925% |
Fund Existence | 33 years | 12 years | - |
Gain YTD | 40.554 | 27.215 | 149% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 129M | 251B | 0% |
Annual Yield % from dividends | 2.71 | 2.69 | 101% |
Returns for 1 year | 23.43 | 18.41 | 127% |
Returns for 3 years | 75.37 | 64.09 | 118% |
Returns for 5 years | 42.88 | 49.66 | 86% |
Returns for 10 years | 33.68 | 69.20 | 49% |