BIGIX | FUEPX | BIGIX / FUEPX | |
Total Expense Ratio | 0.99 | 0.57 | 174% |
Annual Report Gross Expense Ratio | 1.10 | 0.57 | 193% |
Fund Existence | 26 years | 4 years | - |
Gain YTD | -9.923 | -8.198 | 121% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 500000 | 250 | 200,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.18B | 111B | 1% |
Annual Yield % from dividends | 1.53 | 1.37 | 112% |
Returns for 1 year | -17.52 | -14.95 | 117% |
Returns for 3 years | -21.22 | -7.77 | 273% |
Returns for 5 years | -0.05 | N/A | - |
Returns for 10 years | -3.70 | N/A | - |