FINVX | SIDRX | FINVX / SIDRX | |
Total Expense Ratio | 0.01 | 0.75 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 0.75 | 1% |
Fund Existence | 15 years | 10 years | - |
Gain YTD | 14.346 | 10.929 | 131% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 5000000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.4B | 2.11B | 731% |
Annual Yield % from dividends | 4.09 | 2.83 | 145% |
Returns for 1 year | 13.87 | 11.43 | 121% |
Returns for 3 years | 36.68 | 19.23 | 191% |
Returns for 5 years | 142.60 | 94.27 | 151% |
Returns for 10 years | 70.89 | 55.48 | 128% |