AAIEX | CIVIX | AAIEX / CIVIX | |
Total Expense Ratio | 0.78 | 0.85 | 92% |
Annual Report Gross Expense Ratio | 0.78 | 0.87 | 90% |
Fund Existence | 34 years | 24 years | - |
Gain YTD | 26.573 | 25.269 | 105% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250000 | 1000000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 593M | 16B | 4% |
Annual Yield % from dividends | 3.91 | 1.67 | 234% |
Returns for 1 year | 1.63 | 14.20 | 11% |
Returns for 3 years | 33.81 | 64.46 | 52% |
Returns for 5 years | 37.74 | 90.13 | 42% |
Returns for 10 years | 12.58 | 83.90 | 15% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
WGROX | 87.04 | 0.71 | +0.82% |
Wasatch Core Growth | |||
GCSCX | 19.67 | 0.11 | +0.56% |
Goldman Sachs Small Cap Eq Insghts C | |||
HADUX | 75.44 | 0.26 | +0.35% |
Horizon Equity Premium Income Advisor | |||
RLBEX | 37.13 | 0.07 | +0.19% |
American Funds American Balanced R4 | |||
BRXTX | 16.09 | -0.09 | -0.56% |
MFS Blended Research Intl Eq R3 |