| AEPGX | BIGFX | AEPGX / BIGFX | |
| Total Expense Ratio | 0.83 | 1.21 | 69% |
| Annual Report Gross Expense Ratio | 0.83 | 1.31 | 63% |
| Fund Existence | 42 years | 17 years | - |
| Gain YTD | 12.807 | 20.464 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 329M | 40,729% |
| Annual Yield % from dividends | 0.64 | 0.51 | 125% |
| Returns for 1 year | 11.71 | 19.37 | 60% |
| Returns for 3 years | 26.99 | 34.84 | 77% |
| Returns for 5 years | -7.19 | 3.47 | -207% |
| Returns for 10 years | 37.60 | 78.76 | 48% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LCISX | 27.69 | 0.03 | +0.11% |
| ClearBridge Sustainability Leaders I | |||
| DFEOX | 50.27 | -0.01 | -0.02% |
| DFA US Core Equity 1 I | |||
| PSCHX | 23.91 | -0.03 | -0.13% |
| PGIM Jennison Small Company R2 | |||
| IRGFX | 23.26 | -0.05 | -0.21% |
| Nomura Small Cap Growth R6 | |||
| PAGHX | 131.05 | -0.68 | -0.52% |
| Permanent Portfolio Aggressive Growth C | |||