LIDAX | TRTIX | LIDAX / TRTIX | |
Total Expense Ratio | 0.99 | 0.68 | 146% |
Annual Report Gross Expense Ratio | 0.99 | 0.68 | 146% |
Fund Existence | 17 years | 10 years | - |
Gain YTD | 20.152 | 23.200 | 87% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1500 | 500000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 457M | 15.3B | 3% |
Annual Yield % from dividends | 2.69 | 2.35 | 115% |
Returns for 1 year | 20.57 | 23.94 | 86% |
Returns for 3 years | 46.03 | 67.34 | 68% |
Returns for 5 years | 70.22 | 97.34 | 72% |
Returns for 10 years | 42.57 | N/A | - |