COIYX | LUBYX | COIYX / LUBYX | |
Total Expense Ratio | 0.20 | 0.28 | 71% |
Annual Report Gross Expense Ratio | 0.33 | 0.28 | 118% |
Fund Existence | 9 years | 9 years | - |
Gain YTD | 3.300 | 3.831 | 86% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 1000000 | 10% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 999M | 14.4B | 7% |
Annual Yield % from dividends | 4.42 | 4.79 | 92% |
Returns for 1 year | 4.53 | 5.24 | 86% |
Returns for 3 years | 15.54 | 18.11 | 86% |
Returns for 5 years | 16.46 | 17.06 | 96% |
Returns for 10 years | N/A | N/A | - |