FIFAX | RIDGX | FIFAX / RIDGX | |
Total Expense Ratio | 0.27 | 0.27 | 100% |
Annual Report Gross Expense Ratio | 0.27 | 0.27 | 100% |
Fund Existence | 8 years | 16 years | - |
Gain YTD | 8.340 | 8.371 | 100% |
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 | 4.04 | 100% |
Returns for 1 year | 12.81 | 13.39 | 96% |
Returns for 3 years | 16.85 | 16.87 | 100% |
Returns for 5 years | 37.64 | 37.71 | 100% |
Returns for 10 years | N/A | 44.78 | - |