| ABWAX | RLBGX | ABWAX / RLBGX | |
| Total Expense Ratio | 1.09 | 0.25 | 436% |
| Annual Report Gross Expense Ratio | 1.10 | 0.25 | 440% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 1.684 | 2.426 | 69% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 270B | 0% |
| Annual Yield % from dividends | 2.91 | 2.24 | 130% |
| Returns for 1 year | 8.24 | 13.84 | 60% |
| Returns for 3 years | 27.25 | 41.53 | 66% |
| Returns for 5 years | 5.87 | 38.24 | 15% |
| Returns for 10 years | 48.14 | 89.57 | 54% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CICEX | 63.56 | 0.57 | +0.90% |
| American Funds Invmt Co of Amer 529E | |||
| GSVPX | 17.35 | 0.14 | +0.81% |
| Goldman Sachs Small/Mid Cap Equity P | |||
| FCPVX | 21.03 | 0.15 | +0.72% |
| Fidelity Small Cap Value Fund | |||
| RGNCX | 44.69 | 0.27 | +0.61% |
| Victory Global Energy Transition C | |||
| MRFOX | 34.99 | 0.18 | +0.52% |
| Marshfield Concentrated Opportunity | |||