LIPPX | RBITX | LIPPX / RBITX | |
Total Expense Ratio | 0.39 | 1.46 | 27% |
Annual Report Gross Expense Ratio | 0.44 | 1.46 | 30% |
Fund Existence | 7 years | 18 years | - |
Gain YTD | 4.924 | 3.474 | 142% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 250 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 9.94B | 35.9B | 28% |
Annual Yield % from dividends | 1.92 | 0.34 | 560% |
Returns for 1 year | 10.93 | 6.41 | 171% |
Returns for 3 years | 42.25 | 25.90 | 163% |
Returns for 5 years | 84.95 | 43.11 | 197% |
Returns for 10 years | N/A | 59.48 | - |