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 | 31.040 | 28.318 | 110% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 5000000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16B | 2.44B | 655% |
Annual Yield % from dividends | 3.64 | 2.74 | 133% |
Returns for 1 year | 27.94 | 27.60 | 101% |
Returns for 3 years | 84.26 | 59.69 | 141% |
Returns for 5 years | 115.01 | 80.01 | 144% |
Returns for 10 years | 92.65 | 84.87 | 109% |