CSVAX | FINVX | CSVAX / FINVX | |
Total Expense Ratio | 1.20 | 0.01 | 12,000% |
Annual Report Gross Expense Ratio | 1.30 | 0.01 | 13,000% |
Fund Existence | 23 years | 16 years | - |
Gain YTD | 15.356 | 27.349 | 56% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 574M | 15.9B | 4% |
Annual Yield % from dividends | 2.06 | 3.73 | 55% |
Returns for 1 year | 8.06 | 25.72 | 31% |
Returns for 3 years | 35.64 | 73.39 | 49% |
Returns for 5 years | 41.06 | 119.98 | 34% |
Returns for 10 years | 36.12 | 87.94 | 41% |