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 | 28.356 | 19.115 | 148% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 0 | 3000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16B | 176M | 9,091% |
Annual Yield % from dividends | 3.64 | 2.11 | 173% |
Returns for 1 year | 24.06 | 10.25 | 235% |
Returns for 3 years | 78.41 | 48.01 | 163% |
Returns for 5 years | 117.03 | N/A | - |
Returns for 10 years | 93.52 | N/A | - |