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 | 3.248 | 3.074 | 106% |
Front Load | N/A | 3% | - |
Min. Initial Investment | 0 | 1000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 294M | 278M | 106% |
Annual Yield % from dividends | 2.49 | 3.02 | 82% |
Returns for 1 year | 2.90 | 2.50 | 116% |
Returns for 3 years | 11.49 | 9.85 | 117% |
Returns for 5 years | 3.08 | 0.52 | 597% |
Returns for 10 years | 15.75 | 12.52 | 126% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
CIVAX | 20.13 | 0.10 | +0.50% |
American Funds International Vntg 529-A | |||
GSSMX | 36.67 | N/A | N/A |
Goldman Sachs Small Cap Value A | |||
OSTGX | 16.77 | N/A | N/A |
Osterweis Opportunity Fund | |||
GAGCX | 35.41 | N/A | N/A |
Gabelli Global Rising Income and Div AAA | |||
VEVCX | 44.60 | N/A | N/A |
Victory Sycamore Established Value C |