CSVFX | TRIGX | CSVFX / TRIGX | |
Total Expense Ratio | 0.95 | 0.87 | 109% |
Annual Report Gross Expense Ratio | 1.05 | 0.87 | 121% |
Fund Existence | 25 years | 27 years | - |
Gain YTD | 19.721 | 31.725 | 62% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 2500 | 80% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 576M | 16.2B | 4% |
Annual Yield % from dividends | 2.27 | 1.96 | 116% |
Returns for 1 year | 11.25 | 27.40 | 41% |
Returns for 3 years | 44.85 | 83.65 | 54% |
Returns for 5 years | 38.10 | 99.58 | 38% |
Returns for 10 years | 57.92 | 96.72 | 60% |