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 | 5.919 | 2.587 | 229% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 985M | 154B | 1% |
Annual Yield % from dividends | 0.41 | 1.37 | 30% |
Returns for 1 year | 10.94 | 8.03 | 136% |
Returns for 3 years | 22.37 | 24.10 | 93% |
Returns for 5 years | 91.67 | 59.34 | 154% |
Returns for 10 years | 100.03 | 125.03 | 80% |