INVTX | VIGIX | INVTX / VIGIX | |
Total Expense Ratio | 1.22 | 0.04 | 3,050% |
Annual Report Gross Expense Ratio | 2.74 | 0.04 | 6,850% |
Fund Existence | 4 years | 27 years | - |
Gain YTD | 6.997 | 18.184 | 38% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 5000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 25.4M | 342B | 0% |
Annual Yield % from dividends | 0.00 | 0.43 | - |
Returns for 1 year | 16.84 | 27.95 | 60% |
Returns for 3 years | 75.90 | 124.50 | 61% |
Returns for 5 years | N/A | 109.13 | - |
Returns for 10 years | N/A | 363.12 | - |