ASVRX | SHDCX | ASVRX / SHDCX | |
Total Expense Ratio | 1.58 | 2.02 | 78% |
Annual Report Gross Expense Ratio | 1.58 | 2.38 | 66% |
Fund Existence | 16 years | 4 years | - |
Gain YTD | -0.087 | -2.733 | 3% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.57B | 29.7M | 15,370% |
Annual Yield % from dividends | 0.39 | 0.00 | - |
Returns for 1 year | -3.14 | -8.04 | 39% |
Returns for 3 years | 15.39 | -7.63 | -202% |
Returns for 5 years | 56.91 | N/A | - |
Returns for 10 years | 22.84 | N/A | - |