IDIVX | RMFEX | IDIVX / RMFEX | |
Total Expense Ratio | 0.95 | 0.62 | 153% |
Annual Report Gross Expense Ratio | 1.46 | 0.62 | 235% |
Fund Existence | 13 years | 23 years | - |
Gain YTD | 8.097 | 11.527 | 70% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 250 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 525M | 111B | 0% |
Annual Yield % from dividends | 2.75 | 1.53 | 180% |
Returns for 1 year | 7.84 | 11.74 | 67% |
Returns for 3 years | 34.03 | 32.08 | 106% |
Returns for 5 years | 80.26 | 62.99 | 127% |
Returns for 10 years | 110.83 | 88.96 | 125% |