FINVX | SVXAX | FINVX / SVXAX | |
Total Expense Ratio | 0.01 | 1.42 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 1.44 | 1% |
Fund Existence | 16 years | 10 years | - |
Gain YTD | 25.923 | 18.441 | 141% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 0 | 3000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.9B | 175M | 9,086% |
Annual Yield % from dividends | 3.73 | 2.16 | 173% |
Returns for 1 year | 24.31 | 13.07 | 186% |
Returns for 3 years | 71.45 | 38.17 | 187% |
Returns for 5 years | 117.51 | N/A | - |
Returns for 10 years | 85.84 | N/A | - |