ALCVX | SRCMX | ALCVX / SRCMX | |
Total Expense Ratio | 0.50 | 0.87 | 57% |
Annual Report Gross Expense Ratio | 0.52 | 0.87 | 60% |
Fund Existence | 17 years | 36 years | - |
Gain YTD | -0.527 | -0.569 | 93% |
Front Load | N/A | 4% | - |
Min. Initial Investment | N/A | 1000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.22B | 610M | 199% |
Annual Yield % from dividends | 3.55 | 3.32 | 107% |
Returns for 1 year | 0.29 | 0.90 | 33% |
Returns for 3 years | 8.61 | 6.02 | 143% |
Returns for 5 years | 6.40 | -0.62 | -1,038% |
Returns for 10 years | 15.00 | 20.24 | 74% |