FINVX | SUIRX | FINVX / SUIRX | |
Total Expense Ratio | 0.01 | 0.79 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 0.79 | 1% |
Fund Existence | 16 years | 11 years | - |
Gain YTD | 26.007 | 21.630 | 120% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | N/A | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16B | 465M | 3,441% |
Annual Yield % from dividends | 3.64 | 2.73 | 134% |
Returns for 1 year | 18.75 | 18.50 | 101% |
Returns for 3 years | 82.58 | 62.11 | 133% |
Returns for 5 years | 105.81 | 59.27 | 179% |
Returns for 10 years | 81.94 | 59.90 | 137% |