CSVFX | FINVX | CSVFX / FINVX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 24 years | 15 years | - |
Gain YTD | 3.875 | 8.740 | 44% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 531M | 15B | 4% |
Annual Yield % from dividends | 2.42 | 3.05 | 79% |
Returns for 1 year | 9.72 | 16.78 | 58% |
Returns for 3 years | -1.93 | 21.69 | -9% |
Returns for 5 years | 14.96 | 47.12 | 32% |
Returns for 10 years | 8.63 | 51.74 | 17% |