FAIRX | LSHEX | FAIRX / LSHEX | |
Total Expense Ratio | 1.00 | 1.58 | 63% |
Annual Report Gross Expense Ratio | 1.00 | 1.96 | 51% |
Fund Existence | 25 years | 8 years | - |
Gain YTD | 4.519 | 0.531 | 852% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 10000 | 2500 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.04B | 35.8M | 2,902% |
Annual Yield % from dividends | 0.70 | 1.13 | 62% |
Returns for 1 year | -7.93 | 33.52 | -24% |
Returns for 3 years | 19.32 | 63.58 | 30% |
Returns for 5 years | 70.48 | 227.26 | 31% |
Returns for 10 years | -3.30 | N/A | - |