FINVX | SBIEX | FINVX / SBIEX | |
Total Expense Ratio | 0.01 | 1.29 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 1.47 | 1% |
Fund Existence | 16 years | 40 years | - |
Gain YTD | 34.648 | 28.302 | 122% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 0 | 1000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.6B | 179M | 8,715% |
Annual Yield % from dividends | 3.67 | 1.75 | 209% |
Returns for 1 year | 26.80 | 19.06 | 141% |
Returns for 3 years | 87.16 | 60.03 | 145% |
Returns for 5 years | 119.68 | 90.72 | 132% |
Returns for 10 years | 117.08 | 71.52 | 164% |