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 | 2.963 | 4.059 | 73% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 1000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 341M | 7.93B | 4% |
Annual Yield % from dividends | 2.72 | 3.01 | 90% |
Returns for 1 year | -5.85 | -3.92 | 149% |
Returns for 3 years | 22.62 | 28.08 | 81% |
Returns for 5 years | 41.78 | 41.80 | 100% |
Returns for 10 years | 56.44 | 47.44 | 119% |