BAREX | CSRIX | BAREX / CSRIX | |
Total Expense Ratio | 1.00 | 0.75 | 133% |
Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
Fund Existence | 13 years | 26 years | - |
Gain YTD | 4.678 | 5.589 | 84% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 1000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 351M | 8.08B | 4% |
Annual Yield % from dividends | 2.70 | 3.09 | 87% |
Returns for 1 year | -3.93 | -3.61 | 109% |
Returns for 3 years | 30.13 | 33.64 | 90% |
Returns for 5 years | 39.83 | 39.70 | 100% |
Returns for 10 years | 46.12 | 38.41 | 120% |