CAREX | RSEBX | CAREX / RSEBX | |
Total Expense Ratio | 1.40 | 1.45 | 97% |
Annual Report Gross Expense Ratio | 2.13 | 1.45 | 147% |
Fund Existence | 5 years | 11 years | - |
Gain YTD | 6.899 | 11.388 | 61% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 250 | 1,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 40.7M | 81.4B | 0% |
Annual Yield % from dividends | 0.00 | 0.23 | - |
Returns for 1 year | 5.43 | 11.87 | 46% |
Returns for 3 years | 30.75 | 35.11 | 88% |
Returns for 5 years | 9.55 | 15.07 | 63% |
Returns for 10 years | 130.90 | 54.64 | 240% |