FINVX | SMINX | FINVX / SMINX | |
Total Expense Ratio | 0.01 | 1.11 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 1.35 | 1% |
Fund Existence | 16 years | 9 years | - |
Gain YTD | 25.923 | 19.137 | 135% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 100000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.9B | 227M | 7,004% |
Annual Yield % from dividends | 3.73 | 4.11 | 91% |
Returns for 1 year | 24.31 | 20.76 | 117% |
Returns for 3 years | 71.45 | 46.14 | 155% |
Returns for 5 years | 117.51 | 52.89 | 222% |
Returns for 10 years | 85.84 | N/A | - |