FINVX | SVXAX | FINVX / SVXAX | |
Total Expense Ratio | 0.01 | 1.42 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 1.44 | 1% |
Fund Existence | 15 years | 10 years | - |
Gain YTD | 23.993 | 14.749 | 163% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 0 | 3000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.5B | 168M | 9,226% |
Annual Yield % from dividends | 3.95 | 2.39 | 165% |
Returns for 1 year | 19.66 | 2.23 | 883% |
Returns for 3 years | 59.06 | 29.04 | 203% |
Returns for 5 years | 135.03 | N/A | - |
Returns for 10 years | 77.36 | N/A | - |