FINVX | SIDRX | FINVX / SIDRX | |
Total Expense Ratio | 0.01 | 0.76 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 0.76 | 1% |
Fund Existence | 16 years | 11 years | - |
Gain YTD | 33.305 | 32.191 | 103% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 5000000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16.2B | 2.52B | 642% |
Annual Yield % from dividends | 3.50 | 2.60 | 135% |
Returns for 1 year | 26.10 | 27.20 | 96% |
Returns for 3 years | 92.32 | 69.76 | 132% |
Returns for 5 years | 116.02 | 84.53 | 137% |
Returns for 10 years | 110.50 | 103.35 | 107% |