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 | 35.570 | 35.147 | 101% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 5000000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16.2B | 2.6B | 624% |
Annual Yield % from dividends | 3.50 | 2.60 | 135% |
Returns for 1 year | 28.25 | 29.43 | 96% |
Returns for 3 years | 93.49 | 72.94 | 128% |
Returns for 5 years | 118.22 | 86.82 | 136% |
Returns for 10 years | 115.85 | 108.15 | 107% |