CSRIX | SOIAX | CSRIX / SOIAX | |
Total Expense Ratio | 0.75 | 1.30 | 58% |
Annual Report Gross Expense Ratio | 0.76 | 1.30 | 58% |
Fund Existence | 25 years | 5 years | - |
Gain YTD | 5.396 | -0.077 | -6,984% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 100000 | 1,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 7.8B | 73.1M | 10,665% |
Annual Yield % from dividends | 3.04 | 10.76 | 28% |
Returns for 1 year | 12.21 | 8.79 | 139% |
Returns for 3 years | 13.55 | 10.50 | 129% |
Returns for 5 years | 42.69 | 30.46 | 140% |
Returns for 10 years | 48.40 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
BDAUX | 31.09 | 0.32 | +1.04% |
Baron Durable Advantage R6 | |||
FMFMX | 17.09 | 0.15 | +0.89% |
Fidelity Advisor Series Equity Gr | |||
AIBBX | 15.28 | 0.09 | +0.59% |
Aristotle Small Cap Equity I-2 | |||
PHPSX | 18.69 | 0.07 | +0.38% |
ProFunds Pharmaceuticals UltraSector Svc | |||
HQIVX | 21.75 | 0.04 | +0.18% |
Hartford Equity Income R6 |