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 | 27 years | - |
Gain YTD | 3.725 | 4.830 | 77% |
Front Load | N/A | 4% | - |
Min. Initial Investment | 1000000 | 1000 | 100,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 32.7M | 7.29B | 0% |
Annual Yield % from dividends | 3.69 | 5.81 | 63% |
Returns for 1 year | 11.66 | 9.18 | 127% |
Returns for 3 years | 27.54 | 28.18 | 98% |
Returns for 5 years | -4.99 | 10.95 | -46% |
Returns for 10 years | 6.54 | 37.58 | 17% |