INIVX | SGGDX | INIVX / SGGDX | |
Total Expense Ratio | 1.43 | 1.16 | 123% |
Annual Report Gross Expense Ratio | 1.43 | 1.16 | 123% |
Fund Existence | 69 years | 32 years | - |
Gain YTD | 22.692 | 21.107 | 108% |
Front Load | 6% | 5% | 115% |
Min. Initial Investment | 1000 | 2500 | 40% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 777M | 3.03B | 26% |
Annual Yield % from dividends | 5.54 | 4.00 | 139% |
Returns for 1 year | 28.46 | 23.87 | 119% |
Returns for 3 years | 15.26 | 22.30 | 68% |
Returns for 5 years | 65.77 | 58.72 | 112% |
Returns for 10 years | 144.96 | 127.73 | 113% |