LSIZX | PONAX | LSIZX / PONAX | |
Total Expense Ratio | 0.69 | 0.94 | 73% |
Annual Report Gross Expense Ratio | 0.69 | 0.94 | 73% |
Fund Existence | 27 years | 18 years | - |
Gain YTD | 5.812 | 6.684 | 87% |
Front Load | N/A | 4% | - |
Min. Initial Investment | 2000 | 1000 | 200% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 5.87B | 190B | 3% |
Annual Yield % from dividends | 5.32 | 5.75 | 92% |
Returns for 1 year | 5.27 | 7.16 | 74% |
Returns for 3 years | 18.40 | 21.09 | 87% |
Returns for 5 years | 14.35 | 20.08 | 71% |
Returns for 10 years | 43.12 | 52.15 | 83% |