IPOCX | RNWAX | IPOCX / RNWAX | |
Total Expense Ratio | 1.80 | 1.66 | 108% |
Annual Report Gross Expense Ratio | 2.26 | 1.66 | 136% |
Fund Existence | 29 years | 23 years | - |
Gain YTD | 14.180 | 17.466 | 81% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000 | 250 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 686M | 71.8B | 1% |
Annual Yield % from dividends | 3.37 | 0.00 | - |
Returns for 1 year | 11.45 | 11.41 | 100% |
Returns for 3 years | 10.71 | 36.70 | 29% |
Returns for 5 years | -8.74 | 17.75 | -49% |
Returns for 10 years | 57.31 | 84.66 | 68% |