AGEAX | MERIX | AGEAX / MERIX | |
Total Expense Ratio | 1.73 | 1.27 | 136% |
Annual Report Gross Expense Ratio | 1.75 | 1.37 | 128% |
Fund Existence | 12 years | 12 years | - |
Gain YTD | 4.352 | 4.965 | 88% |
Front Load | 3% | N/A | - |
Min. Initial Investment | 2000 | 100000 | 2% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 59.1M | 2.36B | 3% |
Annual Yield % from dividends | 0.00 | 2.13 | - |
Returns for 1 year | 6.26 | 5.82 | 107% |
Returns for 3 years | 15.15 | 11.51 | 132% |
Returns for 5 years | 22.41 | 12.38 | 181% |
Returns for 10 years | 35.03 | 26.44 | 132% |