FINVX | SMINX | FINVX / SMINX | |
Total Expense Ratio | 0.01 | 1.11 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 1.35 | 1% |
Fund Existence | 15 years | 8 years | - |
Gain YTD | 16.023 | 10.694 | 150% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 100000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.2B | 227M | 6,696% |
Annual Yield % from dividends | 4.22 | 4.58 | 92% |
Returns for 1 year | 16.85 | 13.85 | 122% |
Returns for 3 years | 54.96 | 29.63 | 185% |
Returns for 5 years | 95.49 | 34.19 | 279% |
Returns for 10 years | 80.24 | N/A | - |