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 | 12.395 | -8% |
Front Load | 2% | N/A | - |
Min. Initial Investment | 1000 | 250 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 11.2M | 136B | 0% |
Annual Yield % from dividends | 8.84 | 3.97 | 222% |
Returns for 1 year | 1.37 | 12.23 | 11% |
Returns for 3 years | 5.61 | 22.99 | 24% |
Returns for 5 years | 27.52 | 39.83 | 69% |
Returns for 10 years | 6.71 | 53.18 | 13% |