FINVX | SIDVX | FINVX / SIDVX | |
Total Expense Ratio | 0.01 | 1.12 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 1.12 | 1% |
Fund Existence | 16 years | 19 years | - |
Gain YTD | 26.007 | 24.056 | 108% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 0 | 2000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16B | 2.37B | 676% |
Annual Yield % from dividends | 3.64 | 2.41 | 151% |
Returns for 1 year | 18.75 | 19.96 | 94% |
Returns for 3 years | 82.58 | 57.53 | 144% |
Returns for 5 years | 105.81 | 71.52 | 148% |
Returns for 10 years | 81.94 | 69.73 | 118% |