LBWIX | RMFEX | LBWIX / RMFEX | |
Total Expense Ratio | 0.80 | 0.62 | 129% |
Annual Report Gross Expense Ratio | 0.88 | 0.62 | 142% |
Fund Existence | 15 years | 23 years | - |
Gain YTD | 12.331 | 12.995 | 95% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 250 | 400,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 96.6M | 110B | 0% |
Annual Yield % from dividends | 1.57 | 1.49 | 105% |
Returns for 1 year | 6.20 | 8.31 | 75% |
Returns for 3 years | 24.84 | 34.09 | 73% |
Returns for 5 years | 45.75 | 62.71 | 73% |
Returns for 10 years | 38.44 | 101.12 | 38% |