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 | 24.245 | 17.979 | 135% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.9B | 166M | 9,578% |
Annual Yield % from dividends | 3.73 | 1.47 | 254% |
Returns for 1 year | 24.03 | 15.91 | 151% |
Returns for 3 years | 69.17 | 41.74 | 166% |
Returns for 5 years | 115.13 | 81.23 | 142% |
Returns for 10 years | 79.90 | 30.70 | 260% |