CAREX | SCWCX | CAREX / SCWCX | |
Total Expense Ratio | 1.40 | 1.78 | 79% |
Annual Report Gross Expense Ratio | 2.13 | 1.78 | 120% |
Fund Existence | 5 years | 24 years | - |
Gain YTD | 4.114 | 6.958 | 59% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 250 | 1,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 36.7M | 78.2B | 0% |
Annual Yield % from dividends | 0.00 | 0.04 | - |
Returns for 1 year | 2.24 | 7.67 | 29% |
Returns for 3 years | 28.04 | 27.73 | 101% |
Returns for 5 years | 13.54 | 11.24 | 120% |
Returns for 10 years | 107.47 | 28.74 | 374% |