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 | 7.048 | 9.748 | 72% |
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 | 1.53 | 180% |
Returns for 1 year | 9.85 | 11.81 | 83% |
Returns for 3 years | 32.73 | 30.45 | 107% |
Returns for 5 years | 84.01 | 64.33 | 131% |
Returns for 10 years | 110.64 | 86.20 | 128% |