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 | 25.168 | 19.255 | 131% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.9B | 449M | 3,541% |
Annual Yield % from dividends | 3.73 | 2.29 | 162% |
Returns for 1 year | 20.23 | 15.83 | 128% |
Returns for 3 years | 55.19 | 33.06 | 167% |
Returns for 5 years | 110.65 | 62.58 | 177% |
Returns for 10 years | 85.26 | 39.04 | 218% |