CAPTX | PALPX | CAPTX / PALPX | |
Total Expense Ratio | 1.97 | 1.94 | 102% |
Annual Report Gross Expense Ratio | 2.37 | 2.02 | 118% |
Fund Existence | 9 years | 17 years | - |
Gain YTD | 7.156 | 11.811 | 61% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000 | 1000000 | 1% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 7.98M | 10.1B | 0% |
Annual Yield % from dividends | 0.00 | 5.43 | - |
Returns for 1 year | 5.91 | 8.51 | 69% |
Returns for 3 years | 15.80 | 31.66 | 50% |
Returns for 5 years | 14.47 | 43.95 | 33% |
Returns for 10 years | N/A | 86.55 | - |