FINVX | SVXFX | FINVX / SVXFX | |
Total Expense Ratio | 0.01 | 1.15 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 1.16 | 1% |
Fund Existence | 16 years | 11 years | - |
Gain YTD | 26.594 | 19.057 | 140% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 1000000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16B | 174M | 9,195% |
Annual Yield % from dividends | 3.64 | 2.20 | 165% |
Returns for 1 year | 19.66 | 9.22 | 213% |
Returns for 3 years | 81.65 | 52.69 | 155% |
Returns for 5 years | 106.77 | N/A | - |
Returns for 10 years | 82.79 | N/A | - |