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 | 20 years | 25 years | - |
Gain YTD | 1.999 | 1.365 | 146% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.38B | 1.82T | 0% |
Annual Yield % from dividends | 0.77 | 1.28 | 60% |
Returns for 1 year | 6.14 | 10.07 | 61% |
Returns for 3 years | 42.78 | 57.61 | 74% |
Returns for 5 years | 61.27 | 91.40 | 67% |
Returns for 10 years | 105.93 | 179.53 | 59% |