FINVX | HFYYX | FINVX / HFYYX | |
Total Expense Ratio | 0.01 | 0.86 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 0.86 | 1% |
Fund Existence | 15 years | 8 years | - |
Gain YTD | 16.023 | 11.535 | 139% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 250000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.2B | 2.15B | 706% |
Annual Yield % from dividends | 4.22 | 2.82 | 149% |
Returns for 1 year | 16.85 | 13.74 | 123% |
Returns for 3 years | 54.96 | 28.78 | 191% |
Returns for 5 years | 95.49 | 56.96 | 168% |
Returns for 10 years | 80.24 | N/A | - |