CODRX | ORTFX | CODRX / ORTFX | |
Total Expense Ratio | 0.52 | 0.71 | 73% |
Annual Report Gross Expense Ratio | 0.57 | 0.71 | 80% |
Fund Existence | 13 years | 39 years | - |
Gain YTD | 1.045 | 0.346 | 302% |
Front Load | N/A | 3% | - |
Min. Initial Investment | 0 | 1000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 287M | 274M | 105% |
Annual Yield % from dividends | 2.51 | 3.09 | 81% |
Returns for 1 year | 1.20 | 0.30 | 398% |
Returns for 3 years | 4.93 | 2.86 | 173% |
Returns for 5 years | -0.03 | -3.18 | 1% |
Returns for 10 years | 14.38 | 10.03 | 143% |