| AEPCX | PWJCX | AEPCX / PWJCX | |
| Total Expense Ratio | 1.57 | 1.90 | 83% |
| Annual Report Gross Expense Ratio | 1.57 | 1.99 | 79% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 21.773 | 16.735 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 5.37B | 2,590% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | 15.01 | 14.19 | 106% |
| Returns for 3 years | 33.22 | 41.91 | 79% |
| Returns for 5 years | 4.82 | 11.35 | 42% |
| Returns for 10 years | 39.49 | 152.13 | 26% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RGLAX | 28.38 | 0.14 | +0.50% |
| American Funds Global Insight R-1 | |||
| FBPGX | 27.62 | 0.11 | +0.40% |
| Cantor Fitzgerald Equity Dividend Plus A | |||
| SSIAX | 34.68 | 0.04 | +0.12% |
| 1919 Socially Responsive Balanced A | |||
| BBTSX | 13.09 | 0.01 | +0.08% |
| Bridge Builder Tax Managed Sm/Md Cp | |||
| IRCIX | 13.05 | -0.04 | -0.31% |
| Voya Russell Small Cap Index Port S2 | |||