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 | 5.120 | 5.113 | 100% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 250 | 400,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 128B | 128B | 100% |
Annual Yield % from dividends | 4.17 | 4.16 | 100% |
Returns for 1 year | 9.77 | 9.76 | 100% |
Returns for 3 years | 15.90 | 15.88 | 100% |
Returns for 5 years | 46.32 | 46.32 | 100% |
Returns for 10 years | N/A | 37.20 | - |