FINVX | JPVRX | FINVX / JPVRX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 15 years | 8 years | - |
Gain YTD | 8.725 | 8.702 | 100% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 14.6B | 756M | 1,931% |
Annual Yield % from dividends | 3.05 | 4.67 | 65% |
Returns for 1 year | 13.45 | 18.23 | 74% |
Returns for 3 years | 30.08 | 27.42 | 110% |
Returns for 5 years | 62.31 | 51.35 | 121% |
Returns for 10 years | 61.70 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
RIRHX | 72.34 | -0.26 | -0.36% |
American Funds Capital Income Bldr R5E | |||
TOTFX | 11.07 | -0.07 | -0.63% |
Transamerica Mid Cap Value Opps R4 | |||
BVEFX | 20.38 | -0.23 | -1.12% |
Becker Value Equity Retail | |||
SPIAX | 63.32 | -1.11 | -1.72% |
Invesco S&P 500 Index A | |||
LRSCX | 14.82 | -0.45 | -2.95% |
Lord Abbett Small Cap Value A |