CUSOX | LUBYX | CUSOX / LUBYX | |
Total Expense Ratio | 0.47 | 0.28 | 168% |
Annual Report Gross Expense Ratio | 0.47 | 0.28 | 168% |
Fund Existence | 7 years | 9 years | - |
Gain YTD | 2.754 | 2.924 | 94% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 1000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.25B | 13.9B | 9% |
Annual Yield % from dividends | 4.73 | 4.90 | 97% |
Returns for 1 year | 5.20 | 5.24 | 99% |
Returns for 3 years | 16.73 | 16.93 | 99% |
Returns for 5 years | 16.58 | 16.17 | 103% |
Returns for 10 years | N/A | N/A | - |