IOFIX | PONAX | IOFIX / PONAX | |
Total Expense Ratio | 1.74 | 1.23 | 141% |
Annual Report Gross Expense Ratio | 2.06 | 1.23 | 167% |
Fund Existence | 10 years | 18 years | - |
Gain YTD | 4.208 | 3.814 | 110% |
Front Load | N/A | 4% | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 241M | 182B | 0% |
Annual Yield % from dividends | 8.30 | 5.81 | 143% |
Returns for 1 year | 6.82 | 7.30 | 93% |
Returns for 3 years | -6.62 | 20.78 | -32% |
Returns for 5 years | 2.39 | 19.94 | 12% |
Returns for 10 years | 21.14 | 47.51 | 45% |