FINVX | SUIIX | FINVX / SUIIX | |
Total Expense Ratio | 0.01 | 0.88 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 0.88 | 1% |
Fund Existence | 15 years | 24 years | - |
Gain YTD | 14.430 | 13.737 | 105% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1000000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.4B | 444M | 3,468% |
Annual Yield % from dividends | 4.09 | 2.86 | 143% |
Returns for 1 year | 12.88 | 12.14 | 106% |
Returns for 3 years | 36.78 | 25.25 | 146% |
Returns for 5 years | 142.78 | 91.01 | 157% |
Returns for 10 years | 69.53 | 47.88 | 145% |