INSIX | PMBJX | INSIX / PMBJX | |
Total Expense Ratio | 1.28 | 0.78 | 164% |
Annual Report Gross Expense Ratio | 1.97 | 0.78 | 253% |
Fund Existence | 11 years | 24 years | - |
Gain YTD | 19.329 | 6.150 | 314% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 17.7M | 32.6B | 0% |
Annual Yield % from dividends | 0.00 | 0.06 | - |
Returns for 1 year | 20.00 | 9.29 | 215% |
Returns for 3 years | 70.35 | 30.64 | 230% |
Returns for 5 years | 30.25 | 44.49 | 68% |
Returns for 10 years | 67.89 | 93.48 | 73% |