AFPUX | RIDGX | AFPUX / RIDGX | |
Total Expense Ratio | 3.12 | 0.27 | 1,156% |
Annual Report Gross Expense Ratio | 3.68 | 0.27 | 1,363% |
Fund Existence | 15 years | 16 years | - |
Gain YTD | -0.962 | 13.475 | -7% |
Front Load | 2% | N/A | - |
Min. Initial Investment | 1000 | 250 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 11.1M | 137B | 0% |
Annual Yield % from dividends | 8.23 | 3.87 | 213% |
Returns for 1 year | 0.89 | 11.89 | 7% |
Returns for 3 years | 12.75 | 31.10 | 41% |
Returns for 5 years | 29.48 | 41.23 | 71% |
Returns for 10 years | 10.44 | 61.42 | 17% |