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 | 33 years | - |
Gain YTD | 30.285 | 23.728 | 128% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.6B | 173M | 9,017% |
Annual Yield % from dividends | 3.67 | 1.67 | 219% |
Returns for 1 year | 32.29 | 22.45 | 144% |
Returns for 3 years | 77.57 | 47.88 | 162% |
Returns for 5 years | 113.28 | 80.72 | 140% |
Returns for 10 years | 88.47 | 40.21 | 220% |