FINVX | SVXCX | FINVX / SVXCX | |
Total Expense Ratio | 0.01 | 2.00 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 2.17 | 0% |
Fund Existence | 16 years | 11 years | - |
Gain YTD | 38.507 | 29.048 | 133% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 25000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16.5B | 191M | 8,639% |
Annual Yield % from dividends | 3.39 | 1.69 | 201% |
Returns for 1 year | 29.55 | 19.47 | 152% |
Returns for 3 years | 109.59 | 65.37 | 168% |
Returns for 5 years | 125.46 | N/A | - |
Returns for 10 years | 115.60 | N/A | - |