FINVX | HFSSX | FINVX / HFSSX | |
Total Expense Ratio | 0.01 | 0.70 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 1.36 | 1% |
Fund Existence | 16 years | 3 years | - |
Gain YTD | 37.164 | 34.065 | 109% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 5000000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16.5B | 152M | 10,855% |
Annual Yield % from dividends | 3.39 | 1.40 | 242% |
Returns for 1 year | 28.68 | 23.83 | 120% |
Returns for 3 years | 107.55 | 112.86 | 95% |
Returns for 5 years | 122.52 | N/A | - |
Returns for 10 years | 113.51 | N/A | - |