AEPCX | ARTIX | AEPCX / ARTIX | |
Total Expense Ratio | 1.57 | 1.20 | 131% |
Annual Report Gross Expense Ratio | 1.57 | 1.20 | 131% |
Fund Existence | 25 years | 30 years | - |
Gain YTD | 20.631 | 30.393 | 68% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 137B | 6.13B | 2,233% |
Annual Yield % from dividends | 0.16 | 0.61 | 26% |
Returns for 1 year | 10.02 | 14.78 | 68% |
Returns for 3 years | 45.85 | 64.62 | 71% |
Returns for 5 years | 9.92 | 9.81 | 101% |
Returns for 10 years | 36.76 | 34.66 | 106% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
DFDMX | 38.09 | 0.23 | +0.61% |
DF Dent Midcap Growth Investor | |||
PLVJX | 20.02 | 0.10 | +0.50% |
Principal Large Cap Value III J | |||
GSIFX | 31.87 | 0.13 | +0.41% |
Goldman Sachs International Eq ESG A | |||
GFBLX | 41.17 | -0.05 | -0.12% |
American Funds Global Balanced F3 | |||
BRUSX | 34.18 | -0.52 | -1.50% |
Bridgeway Ultra-Small Company |