AEPCX | PWJZX | AEPCX / PWJZX | |
Total Expense Ratio | 1.57 | 0.90 | 174% |
Annual Report Gross Expense Ratio | 1.57 | 0.95 | 165% |
Fund Existence | 25 years | 13 years | - |
Gain YTD | 20.631 | 18.080 | 114% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 138B | 5.53B | 2,497% |
Annual Yield % from dividends | 0.16 | 0.06 | 251% |
Returns for 1 year | 10.02 | 11.23 | 89% |
Returns for 3 years | 45.85 | 62.73 | 73% |
Returns for 5 years | 9.92 | 19.46 | 51% |
Returns for 10 years | 36.76 | 182.01 | 20% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
BIRIX | 23.55 | 0.16 | +0.68% |
BlackRock Sust Awr Advtg Lg Cp Cr Instl | |||
TRZDX | 85.36 | 0.54 | +0.64% |
T. Rowe Price Dividend Growth Z | |||
HBGIX | 22.13 | 0.11 | +0.50% |
Hartford Disciplined Equity HLS IB | |||
BRSVX | 37.41 | 0.18 | +0.48% |
Bridgeway Small-Cap Value | |||
FBBYX | 27.75 | -0.08 | -0.29% |
First Foundation Total Return Y |