FINVX | SVXLX | FINVX / SVXLX | |
Total Expense Ratio | 0.01 | 1.25 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 2.24 | 0% |
Fund Existence | 16 years | 11 years | - |
Gain YTD | 33.305 | 27.204 | 122% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 3000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 16.2B | 187M | 8,663% |
Annual Yield % from dividends | 3.50 | 1.92 | 182% |
Returns for 1 year | 26.10 | 21.69 | 120% |
Returns for 3 years | 92.32 | 56.59 | 163% |
Returns for 5 years | 116.02 | N/A | - |
Returns for 10 years | 110.50 | N/A | - |