IVFIX | TRIGX | IVFIX / TRIGX | |
Total Expense Ratio | 0.86 | 0.87 | 99% |
Annual Report Gross Expense Ratio | 1.01 | 0.87 | 116% |
Fund Existence | 17 years | 27 years | - |
Gain YTD | 22.941 | 26.780 | 86% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 2500 | 40,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 776M | 15.8B | 5% |
Annual Yield % from dividends | 3.50 | 2.04 | 172% |
Returns for 1 year | 24.79 | 25.12 | 99% |
Returns for 3 years | 38.19 | 72.07 | 53% |
Returns for 5 years | 67.16 | 99.95 | 67% |
Returns for 10 years | 56.56 | 78.90 | 72% |