FINVX | LIDAX | FINVX / LIDAX | |
Total Expense Ratio | 0.01 | 0.99 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 0.99 | 1% |
Fund Existence | 16 years | 17 years | - |
Gain YTD | 27.349 | 20.152 | 136% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 0 | 1500 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.9B | 457M | 3,479% |
Annual Yield % from dividends | 3.73 | 2.69 | 139% |
Returns for 1 year | 25.72 | 20.57 | 125% |
Returns for 3 years | 73.39 | 46.03 | 159% |
Returns for 5 years | 119.98 | 70.22 | 171% |
Returns for 10 years | 87.94 | 42.57 | 207% |