DFWVX | FINVX | DFWVX / FINVX | |
Total Expense Ratio | 0.38 | 0.01 | 3,800% |
Annual Report Gross Expense Ratio | 0.57 | 0.01 | 5,700% |
Fund Existence | 15 years | 16 years | - |
Gain YTD | 17.449 | 26.174 | 67% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 334M | 15.9B | 2% |
Annual Yield % from dividends | 3.73 | 3.73 | 100% |
Returns for 1 year | 14.98 | 21.39 | 70% |
Returns for 3 years | 32.86 | 54.99 | 60% |
Returns for 5 years | 80.10 | 107.26 | 75% |
Returns for 10 years | 61.18 | 87.83 | 70% |