| AEPFX | ARTIX | AEPFX / ARTIX | |
| Total Expense Ratio | 0.58 | 1.20 | 48% |
| Annual Report Gross Expense Ratio | 0.58 | 1.20 | 48% |
| Fund Existence | 18 years | 30 years | - |
| Gain YTD | 5.667 | 9.377 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 6.02B | 2,241% |
| Annual Yield % from dividends | 2.77 | 1.54 | 180% |
| Returns for 1 year | 18.64 | 17.90 | 104% |
| Returns for 3 years | 26.58 | 31.41 | 85% |
| Returns for 5 years | -1.75 | -2.91 | 60% |
| Returns for 10 years | 76.37 | 37.51 | 204% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EIFVX | 22.11 | 0.20 | +0.91% |
| Eaton Vance Focused Value Opps I | |||
| TRTIX | 25.48 | 0.15 | +0.59% |
| T. Rowe Price International Value Eq I | |||
| BRSUX | 15.63 | 0.02 | +0.13% |
| MFS Blended Research Small Cap Eq R4 | |||
| JHQTX | 21.14 | -0.13 | -0.61% |
| JPMorgan Hedged Equity 3 I | |||
| VMCRX | 5.54 | -0.04 | -0.72% |
| Voya MidCap Opportunities Port R6 | |||