FINVX | LIDCX | FINVX / LIDCX | |
Total Expense Ratio | 0.01 | 1.76 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 1.76 | 1% |
Fund Existence | 15 years | 17 years | - |
Gain YTD | 14.430 | 10.958 | 132% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1500 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.4B | 420M | 3,667% |
Annual Yield % from dividends | 4.09 | 2.15 | 190% |
Returns for 1 year | 12.88 | 11.90 | 108% |
Returns for 3 years | 36.78 | 17.96 | 205% |
Returns for 5 years | 142.78 | 84.69 | 169% |
Returns for 10 years | 69.53 | 24.98 | 278% |