COEAX | ORTYX | COEAX / ORTYX | |
Total Expense Ratio | 0.81 | 0.55 | 147% |
Annual Report Gross Expense Ratio | 0.85 | 0.55 | 155% |
Fund Existence | 23 years | 29 years | - |
Gain YTD | -0.854 | -1.310 | 65% |
Front Load | 3% | N/A | - |
Min. Initial Investment | 2000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 288M | 282M | 102% |
Annual Yield % from dividends | 2.17 | 3.00 | 72% |
Returns for 1 year | 1.11 | 0.59 | 188% |
Returns for 3 years | 4.08 | 3.97 | 103% |
Returns for 5 years | 1.01 | -0.05 | -2,250% |
Returns for 10 years | 10.38 | 9.43 | 110% |