CORYX | ORTFX | CORYX / ORTFX | |
Total Expense Ratio | 0.48 | 0.71 | 68% |
Annual Report Gross Expense Ratio | 0.52 | 0.71 | 73% |
Fund Existence | 8 years | 39 years | - |
Gain YTD | 0.985 | 0.346 | 285% |
Front Load | N/A | 3% | - |
Min. Initial Investment | 1000000 | 1000 | 100,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 286M | 274M | 104% |
Annual Yield % from dividends | 2.56 | 3.09 | 83% |
Returns for 1 year | 0.65 | -0.28 | -233% |
Returns for 3 years | 5.01 | 2.76 | 181% |
Returns for 5 years | 0.43 | -3.09 | -14% |
Returns for 10 years | N/A | 10.13 | - |