| AAASX | CAIBX | AAASX / CAIBX | |
| Total Expense Ratio | 0.99 | 0.59 | 168% |
| Annual Report Gross Expense Ratio | 1.05 | 0.59 | 178% |
| Fund Existence | 18 years | 38 years | - |
| Gain YTD | 12.238 | 20.443 | 60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.37B | 121B | 4% |
| Annual Yield % from dividends | 3.93 | 2.84 | 138% |
| Returns for 1 year | 8.34 | 15.78 | 53% |
| Returns for 3 years | 19.15 | 37.95 | 50% |
| Returns for 5 years | 36.83 | 47.33 | 78% |
| Returns for 10 years | 95.22 | 72.53 | 131% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MGOYX | 14.05 | 0.15 | +1.08% |
| Victory Mid-Cap Core Growth Y | |||
| NBRVX | 29.90 | 0.27 | +0.91% |
| Neuberger Berman M/C Intrinsic Val Inv | |||
| HBLCX | 15.06 | 0.06 | +0.40% |
| Hartford Balanced Income C | |||
| BFTUX | 71.91 | -0.48 | -0.66% |
| Baron Fifth Avenue Growth R6 | |||
| BMSTX | 15.12 | -0.26 | -1.69% |
| MFS Blended Research Mid Cap Eq R3 | |||