IDIVX | RMFEX | IDIVX / RMFEX | |
Total Expense Ratio | 0.95 | 0.62 | 153% |
Annual Report Gross Expense Ratio | 1.46 | 0.62 | 235% |
Fund Existence | 13 years | 23 years | - |
Gain YTD | 4.011 | 6.152 | 65% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 250 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 500M | 107B | 0% |
Annual Yield % from dividends | 2.80 | 1.58 | 178% |
Returns for 1 year | 7.02 | 9.03 | 78% |
Returns for 3 years | 31.70 | 29.63 | 107% |
Returns for 5 years | 79.76 | 62.32 | 128% |
Returns for 10 years | 104.17 | 76.27 | 137% |