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 | 16 years | - |
Gain YTD | 23.529 | 25.839 | 91% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.4B | 15.9B | 9% |
Annual Yield % from dividends | 3.23 | 3.73 | 87% |
Returns for 1 year | 22.46 | 23.93 | 94% |
Returns for 3 years | 59.91 | 71.34 | 84% |
Returns for 5 years | 82.85 | 117.63 | 70% |
Returns for 10 years | 60.17 | 82.21 | 73% |