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 | 25.419 | 19.903 | 128% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 0 | 1500 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.9B | 447M | 3,557% |
Annual Yield % from dividends | 3.73 | 2.69 | 139% |
Returns for 1 year | 24.31 | 20.93 | 116% |
Returns for 3 years | 70.76 | 44.88 | 158% |
Returns for 5 years | 116.90 | 71.28 | 164% |
Returns for 10 years | 86.71 | 44.63 | 194% |