SWRLX | VGTSX | SWRLX / VGTSX | |
Total Expense Ratio | 1.27 | 0.17 | 747% |
Annual Report Gross Expense Ratio | 1.48 | 0.17 | 871% |
Fund Existence | 32 years | 29 years | - |
Gain YTD | 29.403 | 18.058 | 163% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 115M | 493B | 0% |
Annual Yield % from dividends | 2.95 | 2.73 | 108% |
Returns for 1 year | 19.36 | 14.55 | 133% |
Returns for 3 years | 46.65 | 38.86 | 120% |
Returns for 5 years | 39.67 | 44.44 | 89% |
Returns for 10 years | 21.78 | 51.25 | 42% |