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 | 6.109 | 7.020 | 87% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1500 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 14.9B | 386M | 3,860% |
Annual Yield % from dividends | 3.05 | 3.00 | 102% |
Returns for 1 year | 7.28 | 8.22 | 89% |
Returns for 3 years | 21.31 | 8.31 | 257% |
Returns for 5 years | 45.07 | 17.23 | 262% |
Returns for 10 years | 55.98 | 17.83 | 314% |