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 | 10 years | - |
Gain YTD | 27.349 | 19.059 | 143% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 0 | 3000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.9B | 175M | 9,086% |
Annual Yield % from dividends | 3.73 | 2.16 | 173% |
Returns for 1 year | 25.72 | 13.66 | 188% |
Returns for 3 years | 73.39 | 38.89 | 189% |
Returns for 5 years | 119.98 | N/A | - |
Returns for 10 years | 87.94 | N/A | - |