FINVX | LIDAX | FINVX / LIDAX | |
Total Expense Ratio | 0.01 | 0.99 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 0.99 | 1% |
Fund Existence | 16 years | 17 years | - |
Gain YTD | 26.174 | 20.280 | 129% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 0 | 1500 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.9B | 451M | 3,525% |
Annual Yield % from dividends | 3.73 | 2.69 | 139% |
Returns for 1 year | 21.39 | 17.21 | 124% |
Returns for 3 years | 54.99 | 33.77 | 163% |
Returns for 5 years | 107.26 | 61.86 | 173% |
Returns for 10 years | 87.83 | 43.44 | 202% |