FINVX | LIDAX | FINVX / LIDAX | |
Total Expense Ratio | 0.01 | 1.01 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 1.01 | 1% |
Fund Existence | 15 years | 17 years | - |
Gain YTD | 6.124 | 3.170 | 193% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 0 | 1500 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.4B | 390M | 3,949% |
Annual Yield % from dividends | 4.09 | 2.90 | 141% |
Returns for 1 year | 5.60 | 4.97 | 113% |
Returns for 3 years | 31.33 | 14.29 | 219% |
Returns for 5 years | 106.04 | 60.76 | 175% |
Returns for 10 years | 55.42 | 19.29 | 287% |