BALPX | DCMDX | BALPX / DCMDX | |
Total Expense Ratio | 1.51 | 3.38 | 45% |
Annual Report Gross Expense Ratio | 1.60 | 3.38 | 47% |
Fund Existence | 18 years | 17 years | - |
Gain YTD | 6.215 | 4.339 | 143% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 5000 | 20% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.82B | 247M | 1,951% |
Annual Yield % from dividends | 1.34 | 12.61 | 11% |
Returns for 1 year | 6.49 | 7.31 | 89% |
Returns for 3 years | 13.01 | 10.49 | 124% |
Returns for 5 years | 16.03 | 0.16 | 9,987% |
Returns for 10 years | 19.10 | -20.74 | -92% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
IYSMX | 16.91 | 0.08 | +0.48% |
Macquarie Smid Cap Core Fund Class R | |||
ECIFX | 12.63 | 0.05 | +0.40% |
Eaton Vance Balanced C | |||
JLPYX | 23.34 | 0.08 | +0.34% |
JPMorgan US Large Cap Core Plus R6 | |||
QBNAX | 35.33 | 0.08 | +0.23% |
Pear Tree Polaris Small Cap Instl | |||
VWINX | 25.88 | 0.06 | +0.23% |
Vanguard Wellesley® Income Inv |