FINVX | SVXLX | FINVX / SVXLX | |
Total Expense Ratio | 0.01 | 1.25 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 2.24 | 0% |
Fund Existence | 16 years | 10 years | - |
Gain YTD | 27.349 | 19.148 | 143% |
Front Load | N/A | N/A | - |
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 | 2.13 | 175% |
Returns for 1 year | 25.72 | 13.85 | 186% |
Returns for 3 years | 73.39 | 39.62 | 185% |
Returns for 5 years | 119.98 | N/A | - |
Returns for 10 years | 87.94 | N/A | - |