| APHJX | OSMCX | APHJX / OSMCX | |
| Total Expense Ratio | 1.07 | 2.13 | 50% |
| Annual Report Gross Expense Ratio | 1.07 | 2.13 | 50% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | 17.874 | 15.397 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.06B | 2.7B | 113% |
| Annual Yield % from dividends | 0.12 | 0.47 | 24% |
| Returns for 1 year | 11.13 | -0.60 | -1,844% |
| Returns for 3 years | 25.39 | 1.43 | 1,782% |
| Returns for 5 years | 5.84 | -30.37 | -19% |
| Returns for 10 years | N/A | 2.91 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AEIUX | 9.15 | 0.06 | +0.66% |
| American Century Equity Income R5 | |||
| WWLAX | 14.33 | 0.08 | +0.56% |
| Westwood Quality Value Fund A | |||
| NEQIX | 13.29 | 0.07 | +0.53% |
| Neuberger Berman U.S. Equity Impact I | |||
| AAISX | 20.33 | 0.09 | +0.44% |
| American Beacon International Eq Adv | |||
| MDCPX | 28.20 | 0.08 | +0.28% |
| BlackRock Balanced Investor A | |||