SXPAX | VTSMX | SXPAX / VTSMX | |
Total Expense Ratio | 0.54 | 0.14 | 386% |
Annual Report Gross Expense Ratio | 0.55 | 0.14 | 393% |
Fund Existence | 21 years | 33 years | - |
Gain YTD | 13.594 | 12.949 | 105% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.49B | 1.95T | 0% |
Annual Yield % from dividends | 0.72 | 1.07 | 68% |
Returns for 1 year | 11.67 | 15.63 | 75% |
Returns for 3 years | 63.05 | 80.25 | 79% |
Returns for 5 years | 67.14 | 96.53 | 70% |
Returns for 10 years | 155.43 | 249.92 | 62% |