FINVX | SIDRX | FINVX / SIDRX | |
Total Expense Ratio | 0.01 | 0.76 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 0.76 | 1% |
Fund Existence | 16 years | 11 years | - |
Gain YTD | 26.594 | 24.751 | 107% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 5000000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16B | 2.37B | 675% |
Annual Yield % from dividends | 3.64 | 2.74 | 133% |
Returns for 1 year | 19.66 | 21.20 | 93% |
Returns for 3 years | 81.65 | 58.33 | 140% |
Returns for 5 years | 106.77 | 75.00 | 142% |
Returns for 10 years | 82.79 | 75.75 | 109% |