FINVX | LIDCX | FINVX / LIDCX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 15 years | 16 years | - |
Gain YTD | 8.740 | 7.510 | 116% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1500 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15B | 398M | 3,769% |
Annual Yield % from dividends | 3.05 | 2.25 | 135% |
Returns for 1 year | 16.78 | 13.85 | 121% |
Returns for 3 years | 21.69 | 4.02 | 539% |
Returns for 5 years | 47.12 | 19.49 | 242% |
Returns for 10 years | 51.74 | 4.42 | 1,170% |