FINVX | SSIQX | FINVX / SSIQX | |
Total Expense Ratio | 0.01 | 0.75 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 1.01 | 1% |
Fund Existence | 16 years | 11 years | - |
Gain YTD | 28.356 | 23.410 | 121% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16B | 170M | 9,412% |
Annual Yield % from dividends | 3.64 | 3.17 | 115% |
Returns for 1 year | 24.06 | 23.04 | 104% |
Returns for 3 years | 78.41 | 66.03 | 119% |
Returns for 5 years | 117.03 | 82.36 | 142% |
Returns for 10 years | 93.52 | 80.15 | 117% |