INIVX | SGGDX | INIVX / SGGDX | |
Total Expense Ratio | 1.42 | 1.16 | 122% |
Annual Report Gross Expense Ratio | 1.42 | 1.16 | 122% |
Fund Existence | 69 years | 32 years | - |
Gain YTD | 48.942 | 40.158 | 122% |
Front Load | 6% | 5% | 115% |
Min. Initial Investment | 1000 | 2500 | 40% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 918M | 3.51B | 26% |
Annual Yield % from dividends | 5.10 | 3.76 | 135% |
Returns for 1 year | 51.80 | 39.90 | 130% |
Returns for 3 years | 70.70 | 61.40 | 115% |
Returns for 5 years | 59.01 | 57.35 | 103% |
Returns for 10 years | 179.40 | 156.82 | 114% |