FINVX | SBICX | FINVX / SBICX | |
Total Expense Ratio | 0.01 | 2.04 | 0% |
Annual Report Gross Expense Ratio | 0.01 | 2.07 | 0% |
Fund Existence | 16 years | 32 years | - |
Gain YTD | 25.168 | 19.077 | 132% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.9B | 167M | 9,521% |
Annual Yield % from dividends | 3.73 | 1.47 | 254% |
Returns for 1 year | 21.83 | 13.84 | 158% |
Returns for 3 years | 55.04 | 28.99 | 190% |
Returns for 5 years | 124.84 | 89.66 | 139% |
Returns for 10 years | 81.92 | 31.18 | 263% |