FINVX | SIDVX | FINVX / SIDVX | |
Total Expense Ratio | 0.01 | 1.12 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 1.12 | 1% |
Fund Existence | 16 years | 19 years | - |
Gain YTD | 28.356 | 25.476 | 111% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 0 | 2000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16B | 2.39B | 670% |
Annual Yield % from dividends | 3.64 | 2.41 | 151% |
Returns for 1 year | 24.06 | 23.22 | 104% |
Returns for 3 years | 78.41 | 54.08 | 145% |
Returns for 5 years | 117.03 | 78.76 | 149% |
Returns for 10 years | 93.52 | 75.55 | 124% |