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 | 11.329 | 11.356 | 100% |
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 | 3.96 | 100% |
Returns for 1 year | 15.83 | 15.85 | 100% |
Returns for 3 years | 27.76 | 27.83 | 100% |
Returns for 5 years | 45.86 | 45.92 | 100% |
Returns for 10 years | N/A | 51.05 | - |