BIGIX | FUEPX | BIGIX / FUEPX | |
Total Expense Ratio | 0.90 | 0.59 | 153% |
Annual Report Gross Expense Ratio | 1.01 | 0.59 | 171% |
Fund Existence | 26 years | 5 years | - |
Gain YTD | 12.852 | 15.949 | 81% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 500000 | 250 | 200,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.27B | 133B | 1% |
Annual Yield % from dividends | 1.37 | 0.85 | 162% |
Returns for 1 year | 3.41 | 8.92 | 38% |
Returns for 3 years | 17.85 | 37.99 | 47% |
Returns for 5 years | -6.87 | N/A | - |
Returns for 10 years | 35.32 | N/A | - |