CEUAX | PWJAX | CEUAX / PWJAX | |
Total Expense Ratio | 0.85 | 1.09 | 78% |
Annual Report Gross Expense Ratio | 0.85 | 1.24 | 69% |
Fund Existence | 24 years | 13 years | - |
Gain YTD | 21.419 | 17.897 | 120% |
Front Load | 4% | 6% | 64% |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 137B | 5.51B | 2,485% |
Annual Yield % from dividends | 0.65 | 0.00 | - |
Returns for 1 year | 10.97 | 11.01 | 100% |
Returns for 3 years | 50.17 | 61.79 | 81% |
Returns for 5 years | 15.03 | 18.30 | 82% |
Returns for 10 years | 51.90 | 176.74 | 29% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
BIRKX | 23.57 | 0.15 | +0.64% |
BlackRock Sust Awr Advtg Lg Cp Cr K | |||
PDGIX | 85.15 | 0.53 | +0.63% |
T. Rowe Price Dividend Growth I | |||
HUSEX | 27.63 | 0.09 | +0.33% |
Huber Small Cap Value Instl | |||
JOHIX | 27.97 | -0.15 | -0.53% |
JOHCM International Select Institutional | |||
MISGX | 12.80 | -0.13 | -1.01% |
Meridian Small Cap Growth Investor |