FIDAX | FSRBX | FIDAX / FSRBX | |
Total Expense Ratio | 1.27 | 0.71 | 179% |
Annual Report Gross Expense Ratio | 1.28 | 0.71 | 180% |
Fund Existence | 30 years | 39 years | - |
Gain YTD | 6.312 | 10.347 | 61% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 300M | 449M | 67% |
Annual Yield % from dividends | 1.07 | 1.97 | 54% |
Returns for 1 year | 10.48 | 23.62 | 44% |
Returns for 3 years | 14.35 | 37.13 | 39% |
Returns for 5 years | 24.25 | 128.04 | 19% |
Returns for 10 years | 22.62 | 51.49 | 44% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
IRSCX | 14.68 | 0.25 | +1.73% |
Macquarie Real Estate Securities C | |||
VEUPX | 187.62 | N/A | N/A |
Vanguard European Stock Instl Plus | |||
FTXCX | 48.08 | N/A | N/A |
FullerThaler Behavioral Sm-Cp Gr C | |||
PEXMX | 35.99 | N/A | N/A |
T. Rowe Price Extended Equity Market Idx | |||
MLVTX | 19.95 | N/A | N/A |
MFS Low Volatility Equity R6 |