LOMAX | VIVIX | LOMAX / VIVIX | |
Total Expense Ratio | 0.71 | 0.04 | 1,775% |
Annual Report Gross Expense Ratio | 1.00 | 0.04 | 2,500% |
Fund Existence | 28 years | 27 years | - |
Gain YTD | 2.963 | 1.255 | 236% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 5000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 93.3M | 189B | 0% |
Annual Yield % from dividends | 2.97 | 2.29 | 130% |
Returns for 1 year | 4.84 | 6.80 | 71% |
Returns for 3 years | 4.18 | 18.51 | 23% |
Returns for 5 years | 25.81 | 58.67 | 44% |
Returns for 10 years | 29.37 | 102.87 | 29% |