ACEVX | FINVX | ACEVX / FINVX | |
Total Expense Ratio | 1.11 | 0.01 | 11,100% |
Annual Report Gross Expense Ratio | 1.11 | 0.01 | 11,100% |
Fund Existence | 19 years | 15 years | - |
Gain YTD | 18.487 | 19.631 | 94% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.38B | 15.5B | 9% |
Annual Yield % from dividends | 3.36 | 3.95 | 85% |
Returns for 1 year | 16.40 | 18.19 | 90% |
Returns for 3 years | 49.02 | 59.94 | 82% |
Returns for 5 years | 89.49 | 126.76 | 71% |
Returns for 10 years | 51.03 | 73.06 | 70% |