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 | 25.923 | 21.738 | 119% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 0 | 2000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.9B | 2.32B | 684% |
Annual Yield % from dividends | 3.73 | 2.26 | 165% |
Returns for 1 year | 24.31 | 21.71 | 112% |
Returns for 3 years | 71.45 | 44.87 | 159% |
Returns for 5 years | 117.51 | 74.40 | 158% |
Returns for 10 years | 85.84 | 65.54 | 131% |