BAREX | CSRIX | BAREX / CSRIX | |
Total Expense Ratio | 1.00 | 0.75 | 133% |
Annual Report Gross Expense Ratio | 1.24 | 0.76 | 163% |
Fund Existence | 13 years | 25 years | - |
Gain YTD | -4.501 | -2.847 | 158% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 1000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 318M | 7.77B | 4% |
Annual Yield % from dividends | 2.57 | 2.90 | 89% |
Returns for 1 year | 5.13 | 8.49 | 60% |
Returns for 3 years | -15.29 | -9.25 | 165% |
Returns for 5 years | 30.39 | 31.57 | 96% |
Returns for 10 years | 30.43 | 21.48 | 142% |