INSAX | PMBJX | INSAX / PMBJX | |
Total Expense Ratio | 1.53 | 0.78 | 196% |
Annual Report Gross Expense Ratio | 2.24 | 0.78 | 287% |
Fund Existence | 14 years | 24 years | - |
Gain YTD | 9.321 | 2.916 | 320% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16.3M | 30.9B | 0% |
Annual Yield % from dividends | 0.00 | 0.06 | - |
Returns for 1 year | 11.56 | 10.36 | 112% |
Returns for 3 years | 86.69 | 34.83 | 249% |
Returns for 5 years | 33.90 | 44.91 | 75% |
Returns for 10 years | 50.36 | 91.75 | 55% |