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 | 3 years | 27 years | - |
Gain YTD | -11.899 | -13.947 | 85% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 5000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 27.8M | 261B | 0% |
Annual Yield % from dividends | 0.00 | 0.52 | - |
Returns for 1 year | -1.80 | 2.02 | -89% |
Returns for 3 years | 10.84 | 30.35 | 36% |
Returns for 5 years | N/A | 110.63 | - |
Returns for 10 years | N/A | 225.83 | - |