INSIX | PMBJX | INSIX / PMBJX | |
Total Expense Ratio | 1.28 | 0.78 | 164% |
Annual Report Gross Expense Ratio | 1.97 | 0.78 | 253% |
Fund Existence | 11 years | 24 years | - |
Gain YTD | 15.091 | 8.650 | 174% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 17.1M | 33.2B | 0% |
Annual Yield % from dividends | 0.00 | 0.06 | - |
Returns for 1 year | 20.13 | 13.47 | 149% |
Returns for 3 years | 96.11 | 48.88 | 197% |
Returns for 5 years | 26.14 | 55.02 | 48% |
Returns for 10 years | 62.35 | 103.26 | 60% |