SXPAX | VTSAX | SXPAX / VTSAX | |
Total Expense Ratio | 0.54 | 0.04 | 1,350% |
Annual Report Gross Expense Ratio | 0.55 | 0.04 | 1,375% |
Fund Existence | 21 years | 25 years | - |
Gain YTD | 13.971 | 13.023 | 107% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.5B | 2.02T | 0% |
Annual Yield % from dividends | 0.71 | 1.13 | 62% |
Returns for 1 year | 10.15 | 13.81 | 74% |
Returns for 3 years | 60.30 | 76.08 | 79% |
Returns for 5 years | 58.67 | 84.90 | 69% |
Returns for 10 years | 137.65 | 225.85 | 61% |