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 | -1.203 | -1.922 | 63% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 250 | 1,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 35.1M | 71.6B | 0% |
Annual Yield % from dividends | 0.02 | 0.22 | 7% |
Returns for 1 year | 0.79 | -0.81 | -97% |
Returns for 3 years | 24.60 | 17.03 | 144% |
Returns for 5 years | 26.72 | 21.22 | 126% |
Returns for 10 years | 87.88 | 29.01 | 303% |