FINVX | LIDAX | FINVX / LIDAX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 15 years | 17 years | - |
Gain YTD | 8.725 | 7.125 | 122% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1500 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 14.6B | 409M | 3,570% |
Annual Yield % from dividends | 3.05 | 3.00 | 102% |
Returns for 1 year | 13.45 | 13.42 | 100% |
Returns for 3 years | 30.08 | 13.00 | 231% |
Returns for 5 years | 62.31 | 29.54 | 211% |
Returns for 10 years | 61.70 | 24.47 | 252% |