| AEPCX | LGGAX | AEPCX / LGGAX | |
| Total Expense Ratio | 1.57 | 1.07 | 147% |
| Annual Report Gross Expense Ratio | 1.57 | 1.10 | 143% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 21.773 | 24.456 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 7.4B | 1,878% |
| Annual Yield % from dividends | 0.15 | 1.01 | 15% |
| Returns for 1 year | 15.01 | 22.09 | 68% |
| Returns for 3 years | 33.22 | 50.41 | 66% |
| Returns for 5 years | 4.82 | 33.38 | 14% |
| Returns for 10 years | 39.49 | 140.24 | 28% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BHBFX | 27.00 | 0.14 | +0.52% |
| Madison Dividend Income Y | |||
| GSIIX | 51.74 | 0.22 | +0.43% |
| Goldman Sachs Equity Income Instl | |||
| RSLEX | 74.76 | 0.17 | +0.23% |
| American Funds SMALLCAP World R4 | |||
| FSMRX | 34.10 | -0.13 | -0.38% |
| Franklin Small-Mid Cap Growth R | |||
| NEAIX | 61.08 | -0.38 | -0.62% |
| Needham Aggressive Growth Institutional | |||