LPFCX | SMCWX | LPFCX / SMCWX | |
Total Expense Ratio | 3.32 | 1.04 | 319% |
Annual Report Gross Expense Ratio | 3.41 | 1.04 | 328% |
Fund Existence | 15 years | 35 years | - |
Gain YTD | 1.636 | 10.707 | 15% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 2500 | 250 | 1,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 55.8M | 80.8B | 0% |
Annual Yield % from dividends | 12.61 | 0.57 | 2,199% |
Returns for 1 year | -3.44 | 5.79 | -59% |
Returns for 3 years | 59.60 | 45.43 | 131% |
Returns for 5 years | 31.79 | 16.45 | 193% |
Returns for 10 years | 59.28 | 71.06 | 83% |