FINVX | SVXAX | FINVX / SVXAX | |
Total Expense Ratio | 0.01 | 1.42 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 1.44 | 1% |
Fund Existence | 16 years | 11 years | - |
Gain YTD | 32.970 | 27.061 | 122% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 0 | 3000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16.2B | 188M | 8,617% |
Annual Yield % from dividends | 3.50 | 1.95 | 180% |
Returns for 1 year | 25.79 | 21.51 | 120% |
Returns for 3 years | 91.83 | 55.79 | 165% |
Returns for 5 years | 115.48 | N/A | - |
Returns for 10 years | 109.97 | N/A | - |