FINVX | LIDRX | FINVX / LIDRX | |
Total Expense Ratio | 0.01 | 1.34 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 1.34 | 1% |
Fund Existence | 16 years | 17 years | - |
Gain YTD | 25.923 | 19.999 | 130% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.9B | 450M | 3,533% |
Annual Yield % from dividends | 3.73 | 2.29 | 162% |
Returns for 1 year | 24.31 | 20.07 | 121% |
Returns for 3 years | 71.45 | 45.25 | 158% |
Returns for 5 years | 117.51 | 68.60 | 171% |
Returns for 10 years | 85.84 | 39.57 | 217% |