FIFAX | RIDEX | FIFAX / RIDEX | |
Total Expense Ratio | 0.27 | 0.62 | 44% |
Annual Report Gross Expense Ratio | 0.27 | 0.62 | 44% |
Fund Existence | 8 years | 23 years | - |
Gain YTD | 8.340 | 8.219 | 101% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 250 | 400,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 132B | 132B | 100% |
Annual Yield % from dividends | 4.04 | 3.72 | 109% |
Returns for 1 year | 12.81 | 12.95 | 99% |
Returns for 3 years | 16.85 | 15.85 | 106% |
Returns for 5 years | 37.64 | 35.90 | 105% |
Returns for 10 years | N/A | 42.27 | - |