LIDCX | OAKIX | LIDCX / OAKIX | |
Total Expense Ratio | 1.74 | 1.05 | 166% |
Annual Report Gross Expense Ratio | 1.74 | 1.05 | 166% |
Fund Existence | 17 years | 33 years | - |
Gain YTD | 27.007 | 26.269 | 103% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 470M | 14.3B | 3% |
Annual Yield % from dividends | 2.13 | 1.99 | 107% |
Returns for 1 year | 20.33 | 20.59 | 99% |
Returns for 3 years | 66.51 | 53.30 | 125% |
Returns for 5 years | 64.46 | 61.25 | 105% |
Returns for 10 years | 68.34 | 51.38 | 133% |