LOMAX | RMFEX | LOMAX / RMFEX | |
Total Expense Ratio | 0.71 | 0.62 | 115% |
Annual Report Gross Expense Ratio | 1.00 | 0.62 | 161% |
Fund Existence | 27 years | 23 years | - |
Gain YTD | -3.722 | -7.620 | 49% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 250 | 1,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 86.7M | 92.2B | 0% |
Annual Yield % from dividends | 2.89 | 1.61 | 179% |
Returns for 1 year | -2.89 | -3.93 | 74% |
Returns for 3 years | -4.15 | 0.28 | -1,502% |
Returns for 5 years | 30.81 | 47.69 | 65% |
Returns for 10 years | 19.05 | 51.93 | 37% |