CLBFX | SVBAX | CLBFX / SVBAX | |
Total Expense Ratio | 0.67 | 1.03 | 65% |
Annual Report Gross Expense Ratio | 0.67 | 1.04 | 64% |
Fund Existence | 23 years | 33 years | - |
Gain YTD | 8.169 | 6.747 | 121% |
Front Load | N/A | 5% | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 252B | 5.92B | 4,255% |
Annual Yield % from dividends | 1.99 | 1.56 | 128% |
Returns for 1 year | 8.02 | 7.11 | 113% |
Returns for 3 years | 36.80 | 39.57 | 93% |
Returns for 5 years | 44.49 | 47.35 | 94% |
Returns for 10 years | 81.14 | 80.92 | 100% |