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 | 0.259 | -0.566 | -46% |
Front Load | N/A | 3% | - |
Min. Initial Investment | 0 | 1000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 288M | 274M | 105% |
Annual Yield % from dividends | 2.49 | 2.97 | 84% |
Returns for 1 year | 1.43 | 0.25 | 561% |
Returns for 3 years | 6.86 | 4.59 | 149% |
Returns for 5 years | 0.74 | -2.78 | -27% |
Returns for 10 years | 14.61 | 9.33 | 157% |