| AEPCX | CIGRX | AEPCX / CIGRX | |
| Total Expense Ratio | 1.57 | 1.20 | 131% |
| Annual Report Gross Expense Ratio | 1.57 | 1.40 | 112% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 21.773 | 24.196 | 90% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 277M | 50,181% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | 15.01 | 13.17 | 114% |
| Returns for 3 years | 33.22 | 52.37 | 63% |
| Returns for 5 years | 4.82 | 0.09 | 5,325% |
| Returns for 10 years | 39.49 | 48.77 | 81% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CDEYX | 19.33 | 0.10 | +0.52% |
| Columbia Intrinsic Value Institutional 3 | |||
| HDGFX | 37.52 | 0.19 | +0.51% |
| Hartford Dividend and Growth F | |||
| JASCX | 42.66 | 0.16 | +0.38% |
| James Small Cap | |||
| PAGRX | 137.08 | 0.06 | +0.04% |
| Permanent Portfolio Aggressive Growth I | |||
| WHGAX | 20.07 | -0.03 | -0.15% |
| Westwood Quality SmallCap Fund A | |||