FINVX | SWFCX | FINVX / SWFCX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 15 years | 27 years | - |
Gain YTD | 8.725 | 9.961 | 88% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 2500 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 14.6B | 102M | 14,314% |
Annual Yield % from dividends | 3.05 | 0.89 | 344% |
Returns for 1 year | 13.45 | 2.27 | 593% |
Returns for 3 years | 30.08 | 5.35 | 562% |
Returns for 5 years | 62.31 | 2.44 | 2,552% |
Returns for 10 years | 61.70 | -9.38 | -658% |