SWRLX | VGTSX | SWRLX / VGTSX | |
Total Expense Ratio | 1.27 | 0.17 | 747% |
Annual Report Gross Expense Ratio | 1.48 | 0.17 | 871% |
Fund Existence | 33 years | 29 years | - |
Gain YTD | 36.861 | 22.874 | 161% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 120M | 526B | 0% |
Annual Yield % from dividends | 2.84 | 2.65 | 107% |
Returns for 1 year | 25.45 | 19.34 | 132% |
Returns for 3 years | 57.95 | 44.44 | 130% |
Returns for 5 years | 37.12 | 41.45 | 90% |
Returns for 10 years | 33.16 | 70.60 | 47% |