CPEAX | VTSMX | CPEAX / VTSMX | |
Total Expense Ratio | 1.38 | 0.14 | 986% |
Annual Report Gross Expense Ratio | 1.51 | 0.14 | 1,079% |
Fund Existence | 14 years | 33 years | - |
Gain YTD | 7.301 | 10.550 | 69% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 120M | 1.95T | 0% |
Annual Yield % from dividends | 0.00 | 1.07 | - |
Returns for 1 year | 7.16 | 18.26 | 39% |
Returns for 3 years | 34.55 | 63.95 | 54% |
Returns for 5 years | 16.02 | 85.31 | 19% |
Returns for 10 years | 57.94 | 224.80 | 26% |