| CWGCX | TEPLX | CWGCX / TEPLX | |
| Total Expense Ratio | 1.49 | 1.03 | 145% |
| Annual Report Gross Expense Ratio | 1.49 | 1.03 | 145% |
| Fund Existence | 25 years | 71 years | - |
| Gain YTD | 4.866 | 2.656 | 183% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 9.47B | 1,500% |
| Annual Yield % from dividends | 0.84 | 0.57 | 148% |
| Returns for 1 year | 15.29 | 8.44 | 181% |
| Returns for 3 years | 39.90 | 28.02 | 142% |
| Returns for 5 years | 26.77 | 27.49 | 97% |
| Returns for 10 years | 93.96 | 56.61 | 166% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RIRFX | 79.69 | 0.06 | +0.08% |
| American Funds Capital Income Bldr R5 | |||
| SGISX | 38.83 | N/A | N/A |
| Steward Global Equity Income Fund I | |||
| FTXNX | 55.38 | -0.14 | -0.25% |
| FullerThaler Behavioral Sm-Cp Gr Inv | |||
| WBCRX | 17.20 | -0.08 | -0.46% |
| William Blair Small-Mid Cap Core R6 | |||
| NECCX | 13.03 | -0.19 | -1.44% |
| Natixis US Equity Opportunities C | |||