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 | 26.594 | 20.033 | 133% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 0 | 1500 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16B | 446M | 3,587% |
Annual Yield % from dividends | 3.64 | 2.87 | 127% |
Returns for 1 year | 19.66 | 15.61 | 126% |
Returns for 3 years | 81.65 | 53.91 | 151% |
Returns for 5 years | 106.77 | 64.10 | 167% |
Returns for 10 years | 82.79 | 48.18 | 172% |