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 | 29.403 | 18.107 | 162% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 100000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 115M | 493B | 0% |
Annual Yield % from dividends | 2.95 | 2.83 | 104% |
Returns for 1 year | 19.36 | 14.55 | 133% |
Returns for 3 years | 46.65 | 38.96 | 120% |
Returns for 5 years | 39.67 | 44.66 | 89% |
Returns for 10 years | 21.78 | 51.71 | 42% |
1 Day | |||
---|---|---|---|
ETFs / NAME | Price $ | Chg $ | Chg % |
ERTH | 43.71 | 1.19 | +2.80% |
Invesco MSCI Sustainable Future ETF | |||
IVOO | 107.99 | 0.59 | +0.55% |
Vanguard S&P Mid-Cap 400 ETF | |||
TSEP | 21.94 | N/A | N/A |
FT Vest Emerging Mkts Buffr ETF - Sep | |||
MMCA | 21.24 | -0.01 | -0.05% |
NYLI MacKay California Muni Intmdt ETF | |||
IEO | 91.14 | -0.09 | -0.10% |
iShares US Oil & Gas Explor & Prod ETF |