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 | 2.767 | 2.413 | 115% |
Front Load | N/A | 3% | - |
Min. Initial Investment | 0 | 1000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 292M | 277M | 105% |
Annual Yield % from dividends | 2.50 | 3.07 | 82% |
Returns for 1 year | 2.09 | 1.61 | 130% |
Returns for 3 years | 9.32 | 7.49 | 125% |
Returns for 5 years | 2.29 | -0.44 | -521% |
Returns for 10 years | 16.60 | 12.70 | 131% |