LOMAX | RMFEX | LOMAX / RMFEX | |
Total Expense Ratio | 0.71 | 0.62 | 115% |
Annual Report Gross Expense Ratio | 1.00 | 0.62 | 161% |
Fund Existence | 28 years | 23 years | - |
Gain YTD | 12.405 | 13.941 | 89% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 250 | 1,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 98.3M | 111B | 0% |
Annual Yield % from dividends | 2.74 | 1.46 | 187% |
Returns for 1 year | 3.20 | 5.28 | 61% |
Returns for 3 years | 26.48 | 40.09 | 66% |
Returns for 5 years | 44.57 | 59.52 | 75% |
Returns for 10 years | 47.30 | 98.84 | 48% |