FINVX | LIDFX | FINVX / LIDFX | |
Total Expense Ratio | 0.01 | 0.84 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 0.84 | 1% |
Fund Existence | 16 years | 17 years | - |
Gain YTD | 38.507 | 28.756 | 134% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16.5B | 469M | 3,518% |
Annual Yield % from dividends | 3.39 | 2.97 | 114% |
Returns for 1 year | 29.55 | 23.24 | 127% |
Returns for 3 years | 109.59 | 85.44 | 128% |
Returns for 5 years | 125.46 | 72.51 | 173% |
Returns for 10 years | 115.60 | 73.62 | 157% |