CSRIX | IVRTX | CSRIX / IVRTX | |
Total Expense Ratio | 0.75 | 1.15 | 65% |
Annual Report Gross Expense Ratio | 0.76 | 1.41 | 54% |
Fund Existence | 26 years | 23 years | - |
Gain YTD | 4.929 | 0.227 | 2,175% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 7.75B | 150M | 5,164% |
Annual Yield % from dividends | 3.01 | 2.57 | 117% |
Returns for 1 year | -1.20 | -4.87 | 25% |
Returns for 3 years | 12.83 | 2.09 | 614% |
Returns for 5 years | 37.63 | 7.24 | 520% |
Returns for 10 years | 53.59 | 7.27 | 737% |