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 | 9.081 | 8.289 | 110% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.45B | 1.91T | 0% |
Annual Yield % from dividends | 0.75 | 1.21 | 62% |
Returns for 1 year | 14.29 | 17.75 | 80% |
Returns for 3 years | 45.96 | 60.63 | 76% |
Returns for 5 years | 64.98 | 93.55 | 69% |
Returns for 10 years | 120.81 | 201.64 | 60% |