IKSTX | ORTFX | IKSTX / ORTFX | |
Total Expense Ratio | 0.81 | 0.71 | 114% |
Annual Report Gross Expense Ratio | 0.99 | 0.71 | 139% |
Fund Existence | 23 years | 39 years | - |
Gain YTD | 0.062 | -1.111 | -6% |
Front Load | 4% | 3% | 142% |
Min. Initial Investment | 5000 | 1000 | 500% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 118M | 279M | 42% |
Annual Yield % from dividends | 1.95 | 2.92 | 67% |
Returns for 1 year | 2.37 | 0.29 | 807% |
Returns for 3 years | 6.15 | 4.57 | 135% |
Returns for 5 years | -2.02 | -3.25 | 62% |
Returns for 10 years | 9.35 | 8.73 | 107% |