SWRLX | VTPSX | SWRLX / VTPSX | |
Total Expense Ratio | 1.27 | 0.05 | 2,540% |
Annual Report Gross Expense Ratio | 1.48 | 0.05 | 2,960% |
Fund Existence | 32 years | 15 years | - |
Gain YTD | 26.278 | 15.274 | 172% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 100000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 113M | 493B | 0% |
Annual Yield % from dividends | 3.06 | 2.92 | 105% |
Returns for 1 year | 18.80 | 12.70 | 148% |
Returns for 3 years | 43.43 | 34.19 | 127% |
Returns for 5 years | 38.85 | 44.37 | 88% |
Returns for 10 years | 15.99 | 43.24 | 37% |