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 | 11.703 | 11.531 | 101% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 250 | 400,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 135B | 135B | 100% |
Annual Yield % from dividends | 3.97 | 3.64 | 109% |
Returns for 1 year | 15.64 | 15.22 | 103% |
Returns for 3 years | 28.19 | 27.02 | 104% |
Returns for 5 years | 46.35 | 44.42 | 104% |
Returns for 10 years | N/A | 49.60 | - |