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 | 14.911 | 15.028 | 99% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 250 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 569M | 113B | 1% |
Annual Yield % from dividends | 2.50 | 1.46 | 171% |
Returns for 1 year | 7.69 | 8.45 | 91% |
Returns for 3 years | 53.56 | 44.96 | 119% |
Returns for 5 years | 85.00 | 61.73 | 138% |
Returns for 10 years | 125.57 | 101.65 | 124% |