LIDAX | TRIGX | LIDAX / TRIGX | |
Total Expense Ratio | 0.99 | 0.87 | 114% |
Annual Report Gross Expense Ratio | 0.99 | 0.87 | 114% |
Fund Existence | 17 years | 27 years | - |
Gain YTD | 21.982 | 27.075 | 81% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1500 | 2500 | 60% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 454M | 15.8B | 3% |
Annual Yield % from dividends | 2.92 | 2.05 | 143% |
Returns for 1 year | 25.24 | 29.90 | 84% |
Returns for 3 years | 51.77 | 70.33 | 74% |
Returns for 5 years | 66.50 | 95.67 | 70% |
Returns for 10 years | 54.61 | 75.80 | 72% |