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 | 31.747 | 19.809 | 160% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 100000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 117M | 511B | 0% |
Annual Yield % from dividends | 2.95 | 2.83 | 104% |
Returns for 1 year | 22.14 | 17.74 | 125% |
Returns for 3 years | 47.97 | 40.26 | 119% |
Returns for 5 years | 37.80 | 42.41 | 89% |
Returns for 10 years | 21.71 | 54.24 | 40% |