ESFIX | MEDAX | ESFIX / MEDAX | |
Total Expense Ratio | 0.88 | 1.06 | 83% |
Annual Report Gross Expense Ratio | 1.37 | 1.07 | 128% |
Fund Existence | 11 years | 28 years | - |
Gain YTD | 5.626 | 9.171 | 61% |
Front Load | N/A | 4% | - |
Min. Initial Investment | 1000000 | 1000 | 100,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 31.2M | 7.57B | 0% |
Annual Yield % from dividends | 3.75 | 5.26 | 71% |
Returns for 1 year | 4.96 | 8.25 | 60% |
Returns for 3 years | 40.67 | 41.73 | 97% |
Returns for 5 years | -7.39 | 11.82 | -63% |
Returns for 10 years | 8.16 | 44.83 | 18% |