SZCAX | VSMAX | SZCAX / VSMAX | |
Total Expense Ratio | 1.17 | 0.05 | 2,340% |
Annual Report Gross Expense Ratio | 1.17 | 0.05 | 2,340% |
Fund Existence | 24 years | 25 years | - |
Gain YTD | 7.774 | 6.240 | 125% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.05B | 161B | 1% |
Annual Yield % from dividends | 0.39 | 1.31 | 30% |
Returns for 1 year | 10.71 | 8.03 | 133% |
Returns for 3 years | 38.82 | 50.82 | 76% |
Returns for 5 years | 109.90 | 71.73 | 153% |
Returns for 10 years | 113.79 | 148.94 | 76% |