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 | 31.040 | 24.325 | 128% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 0 | 3000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16B | 182M | 8,791% |
Annual Yield % from dividends | 3.64 | 2.11 | 173% |
Returns for 1 year | 27.94 | 16.43 | 170% |
Returns for 3 years | 84.26 | 53.88 | 156% |
Returns for 5 years | 115.01 | N/A | - |
Returns for 10 years | 92.65 | N/A | - |