IVFAX | TRIGX | IVFAX / TRIGX | |
Total Expense Ratio | 1.11 | 0.87 | 128% |
Annual Report Gross Expense Ratio | 1.27 | 0.87 | 146% |
Fund Existence | 17 years | 26 years | - |
Gain YTD | 20.211 | 22.660 | 89% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1500 | 2500 | 60% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 789M | 15B | 5% |
Annual Yield % from dividends | 3.46 | 2.11 | 164% |
Returns for 1 year | 19.49 | 20.44 | 95% |
Returns for 3 years | 26.20 | 52.33 | 50% |
Returns for 5 years | 58.24 | 85.85 | 68% |
Returns for 10 years | 49.33 | 67.77 | 73% |