BERIX | OCGCX | BERIX / OCGCX | |
Total Expense Ratio | 0.55 | 1.44 | 38% |
Annual Report Gross Expense Ratio | 0.65 | 1.44 | 45% |
Fund Existence | 38 years | 28 years | - |
Gain YTD | 5.227 | 4.418 | 118% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000 | 500 | 200% |
Min. Initial Investment IRA | 1000 | N/A | - |
Net Assets | 251M | 3.96B | 6% |
Annual Yield % from dividends | 3.97 | 2.87 | 138% |
Returns for 1 year | 9.27 | 5.54 | 167% |
Returns for 3 years | 20.37 | 13.47 | 151% |
Returns for 5 years | 29.76 | 12.31 | 242% |
Returns for 10 years | 35.89 | 18.21 | 197% |