FINVX | LIDAX | FINVX / LIDAX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 15 years | 16 years | - |
Gain YTD | 8.655 | 8.247 | 105% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1500 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15B | 402M | 3,731% |
Annual Yield % from dividends | 3.05 | 3.00 | 102% |
Returns for 1 year | 16.48 | 14.16 | 116% |
Returns for 3 years | 20.77 | 4.93 | 421% |
Returns for 5 years | 47.00 | 22.08 | 213% |
Returns for 10 years | 52.91 | 9.82 | 539% |