LUBYX | SAUFX | LUBYX / SAUFX | |
Total Expense Ratio | 0.28 | 0.40 | 70% |
Annual Report Gross Expense Ratio | 0.28 | 0.42 | 67% |
Fund Existence | 9 years | 18 years | - |
Gain YTD | 2.415 | 3.132 | 77% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 100000 | 1,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 13.5B | 452M | 2,987% |
Annual Yield % from dividends | 4.94 | 4.47 | 111% |
Returns for 1 year | 5.40 | 5.23 | 103% |
Returns for 3 years | 16.88 | 13.44 | 126% |
Returns for 5 years | 15.80 | 6.31 | 250% |
Returns for 10 years | N/A | 11.46 | - |