IDIVX | RMEBX | IDIVX / RMEBX | |
Total Expense Ratio | 0.95 | 1.07 | 89% |
Annual Report Gross Expense Ratio | 1.46 | 1.07 | 136% |
Fund Existence | 13 years | 11 years | - |
Gain YTD | 7.048 | 9.495 | 74% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 250 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 518M | 109B | 0% |
Annual Yield % from dividends | 2.75 | 1.12 | 246% |
Returns for 1 year | 9.85 | 11.31 | 87% |
Returns for 3 years | 32.73 | 28.70 | 114% |
Returns for 5 years | 84.01 | 60.65 | 139% |
Returns for 10 years | 110.64 | 77.57 | 143% |