LOMAX | RMFEX | LOMAX / RMFEX | |
Total Expense Ratio | 0.71 | 0.62 | 115% |
Annual Report Gross Expense Ratio | 1.00 | 0.62 | 161% |
Fund Existence | 28 years | 23 years | - |
Gain YTD | 10.958 | 11.619 | 94% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 250 | 1,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 98.5M | 109B | 0% |
Annual Yield % from dividends | 2.77 | 1.49 | 186% |
Returns for 1 year | 6.73 | 6.92 | 97% |
Returns for 3 years | 20.80 | 31.57 | 66% |
Returns for 5 years | 42.38 | 56.29 | 75% |
Returns for 10 years | 54.76 | 103.72 | 53% |