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 | 7.236 | 10.078 | 72% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 250 | 1,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 95.8M | 108B | 0% |
Annual Yield % from dividends | 2.87 | 1.51 | 190% |
Returns for 1 year | 7.51 | 10.17 | 74% |
Returns for 3 years | 14.50 | 27.15 | 53% |
Returns for 5 years | 37.82 | 57.34 | 66% |
Returns for 10 years | 38.11 | 85.69 | 44% |