CSVAX | TRIGX | CSVAX / TRIGX | |
Total Expense Ratio | 1.20 | 0.87 | 138% |
Annual Report Gross Expense Ratio | 1.30 | 0.87 | 149% |
Fund Existence | 23 years | 27 years | - |
Gain YTD | 21.375 | 33.785 | 63% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2000 | 2500 | 80% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 579M | 16.4B | 4% |
Annual Yield % from dividends | 2.05 | 1.96 | 105% |
Returns for 1 year | 6.38 | 23.30 | 27% |
Returns for 3 years | 62.86 | 107.23 | 59% |
Returns for 5 years | 43.65 | 112.06 | 39% |
Returns for 10 years | 64.64 | 114.17 | 57% |