| EKSAX | HBLIX | EKSAX / HBLIX | |
| Total Expense Ratio | 0.95 | 0.65 | 146% |
| Annual Report Gross Expense Ratio | 1.19 | 0.65 | 183% |
| Fund Existence | 39 years | 16 years | - |
| Gain YTD | 2.233 | 2.062 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 454M | 11.6B | 4% |
| Annual Yield % from dividends | 5.01 | 3.43 | 146% |
| Returns for 1 year | 15.56 | 6.32 | 246% |
| Returns for 3 years | 39.80 | 16.39 | 243% |
| Returns for 5 years | 31.84 | 12.28 | 259% |
| Returns for 10 years | 81.28 | 55.14 | 147% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LSVVX | 14.79 | 0.03 | +0.20% |
| LSV Conservative Value Equity | |||
| LAMFX | 25.84 | -0.08 | -0.31% |
| Lord Abbett Dividend Growth F | |||
| AMBFX | 38.38 | -0.16 | -0.42% |
| American Funds American Balanced F2 | |||
| AWAAX | 24.42 | -0.11 | -0.45% |
| AB Wealth Appreciation Strategy A | |||
| VVSGX | 17.95 | -0.09 | -0.50% |
| VALIC Company I Small Cap Growth | |||