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 | 20 years | 16 years | - |
Gain YTD | 32.293 | 37.164 | 87% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.41B | 16.5B | 9% |
Annual Yield % from dividends | 2.98 | 3.39 | 88% |
Returns for 1 year | 25.00 | 28.68 | 87% |
Returns for 3 years | 93.33 | 107.55 | 87% |
Returns for 5 years | 84.56 | 122.52 | 69% |
Returns for 10 years | 87.98 | 113.51 | 78% |