FINVX | LIRSX | FINVX / LIRSX | |
Total Expense Ratio | 0.01 | 0.99 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 0.99 | 1% |
Fund Existence | 16 years | 10 years | - |
Gain YTD | 25.923 | 20.201 | 128% |
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 | 2.70 | 138% |
Returns for 1 year | 24.31 | 20.64 | 118% |
Returns for 3 years | 71.45 | 46.15 | 155% |
Returns for 5 years | 117.51 | 70.48 | 167% |
Returns for 10 years | 85.84 | N/A | - |