AEPCX | SGQAX | AEPCX / SGQAX | |
Total Expense Ratio | 1.57 | 1.12 | 140% |
Annual Report Gross Expense Ratio | 1.57 | 1.22 | 129% |
Fund Existence | 25 years | 24 years | - |
Gain YTD | 20.631 | 18.040 | 114% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 137B | 482M | 28,423% |
Annual Yield % from dividends | 0.16 | 1.05 | 15% |
Returns for 1 year | 10.02 | 10.54 | 95% |
Returns for 3 years | 45.85 | 54.56 | 84% |
Returns for 5 years | 9.92 | 17.70 | 56% |
Returns for 10 years | 36.76 | 72.36 | 51% |
1 Day | |||
---|---|---|---|
ETFs / NAME | Price $ | Chg $ | Chg % |
UDIV | 52.05 | 0.29 | +0.57% |
Franklin US Core Dividend Tilt Index ETF | |||
XOP | 123.57 | 0.28 | +0.23% |
SPDR® S&P Oil & Gas Explor & Prodtn ETF | |||
WCME | 16.98 | 0.03 | +0.20% |
First Trust WCM Devpg Wld Eq ETF | |||
AVIE | 62.49 | N/A | N/A |
Avantis Inflation Focused Equity ETF | |||
CPZ | 15.58 | -0.05 | -0.32% |
Calamos Long/Short Equity & Dynamic Income Trust |