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 | 9.521 | 8.651 | 110% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.46B | 1.91T | 0% |
Annual Yield % from dividends | 0.73 | 1.18 | 62% |
Returns for 1 year | 10.40 | 14.19 | 73% |
Returns for 3 years | 35.75 | 49.01 | 73% |
Returns for 5 years | 57.15 | 83.89 | 68% |
Returns for 10 years | 135.08 | 220.24 | 61% |