FINVX | LIDFX | FINVX / LIDFX | |
Total Expense Ratio | 0.01 | 0.84 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 0.84 | 1% |
Fund Existence | 16 years | 17 years | - |
Gain YTD | 35.990 | 27.332 | 132% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16.5B | 463M | 3,564% |
Annual Yield % from dividends | 3.39 | 2.97 | 114% |
Returns for 1 year | 27.39 | 21.15 | 129% |
Returns for 3 years | 103.46 | 80.62 | 128% |
Returns for 5 years | 125.18 | 73.55 | 170% |
Returns for 10 years | 112.12 | 72.43 | 155% |