DAMDX | HMEAX | DAMDX / HMEAX | |
Total Expense Ratio | 2.63 | 2.49 | 106% |
Annual Report Gross Expense Ratio | 2.63 | 2.74 | 96% |
Fund Existence | 17 years | 9 years | - |
Gain YTD | 4.721 | 3.394 | 139% |
Front Load | 6% | 6% | 105% |
Min. Initial Investment | 5000 | 2500 | 200% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 247M | 1.11B | 22% |
Annual Yield % from dividends | 8.25 | 4.83 | 171% |
Returns for 1 year | 8.12 | 5.75 | 141% |
Returns for 3 years | 14.02 | 15.20 | 92% |
Returns for 5 years | 7.30 | 16.07 | 45% |
Returns for 10 years | -7.05 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
VDIGX | 36.61 | 0.20 | +0.55% |
Vanguard Dividend Growth Inv | |||
ALGZX | 20.92 | 0.10 | +0.48% |
Alger Responsible Investing Z | |||
IYSYX | 18.83 | 0.09 | +0.48% |
Macquarie Smid Cap Core Fund Class Y | |||
JLPZX | 18.57 | 0.06 | +0.32% |
JPMorgan US Large Cap Core Plus R2 | |||
MTISX | 21.83 | 0.04 | +0.18% |
NYLI Income Builder SIMPLE Class |