FIFAX | RIDGX | FIFAX / RIDGX | |
Total Expense Ratio | 0.27 | 0.27 | 100% |
Annual Report Gross Expense Ratio | 0.27 | 0.27 | 100% |
Fund Existence | 9 years | 16 years | - |
Gain YTD | 9.998 | 10.027 | 100% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 250 | 400,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 133B | 133B | 100% |
Annual Yield % from dividends | 3.98 | 3.97 | 100% |
Returns for 1 year | 10.81 | 10.84 | 100% |
Returns for 3 years | 23.89 | 23.90 | 100% |
Returns for 5 years | 39.57 | 39.63 | 100% |
Returns for 10 years | N/A | 49.38 | - |