RBBCX | SCUPX | RBBCX / SCUPX | |
Total Expense Ratio | 1.72 | 1.80 | 96% |
Annual Report Gross Expense Ratio | 1.72 | 1.80 | 96% |
Fund Existence | 20 years | 24 years | - |
Gain YTD | 8.307 | 7.286 | 114% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 1000 | 200% |
Min. Initial Investment IRA | 1000 | N/A | - |
Net Assets | 851M | 2.24B | 38% |
Annual Yield % from dividends | 2.99 | 1.98 | 151% |
Returns for 1 year | 5.58 | 5.14 | 108% |
Returns for 3 years | 27.49 | 26.15 | 105% |
Returns for 5 years | 14.82 | 11.38 | 130% |
Returns for 10 years | 44.80 | 27.03 | 166% |