BIGIX | RERFX | BIGIX / RERFX | |
Total Expense Ratio | 0.90 | 0.52 | 173% |
Annual Report Gross Expense Ratio | 1.01 | 0.52 | 194% |
Fund Existence | 26 years | 23 years | - |
Gain YTD | 14.537 | 19.176 | 76% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 500000 | 250 | 200,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.25B | 135B | 1% |
Annual Yield % from dividends | 1.37 | 0.88 | 155% |
Returns for 1 year | -0.07 | 6.02 | -1% |
Returns for 3 years | 31.35 | 52.05 | 60% |
Returns for 5 years | -4.84 | 17.92 | -27% |
Returns for 10 years | 43.14 | 52.29 | 83% |