FINVX | LIDRX | FINVX / LIDRX | |
Total Expense Ratio | 0.01 | 1.34 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 1.34 | 1% |
Fund Existence | 16 years | 17 years | - |
Gain YTD | 27.097 | 21.046 | 129% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.9B | 452M | 3,518% |
Annual Yield % from dividends | 3.73 | 2.29 | 162% |
Returns for 1 year | 25.57 | 21.66 | 118% |
Returns for 3 years | 72.70 | 45.29 | 161% |
Returns for 5 years | 119.80 | 71.45 | 168% |
Returns for 10 years | 90.13 | 45.06 | 200% |