CSHAX | SMRPX | CSHAX / SMRPX | |
Total Expense Ratio | 1.50 | 1.02 | 147% |
Annual Report Gross Expense Ratio | 1.50 | 1.05 | 143% |
Fund Existence | 15 years | 10 years | - |
Gain YTD | 3.183 | 3.532 | 90% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 15000 | 1000000 | 2% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.09B | 1.24B | 87% |
Annual Yield % from dividends | 6.63 | 4.44 | 149% |
Returns for 1 year | 16.52 | 15.25 | 108% |
Returns for 3 years | 61.81 | 54.04 | 114% |
Returns for 5 years | 188.66 | 158.91 | 119% |
Returns for 10 years | 37.21 | N/A | - |