| FXAIX | MRGCX | FXAIX / MRGCX | |
| Total Expense Ratio | 0.01 | 1.64 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.65 | 1% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 18.942 | -3.570 | -531% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739B | 6.59B | 11,217% |
| Annual Yield % from dividends | 1.11 | 0.00 | - |
| Returns for 1 year | 15.86 | -5.66 | -280% |
| Returns for 3 years | 87.58 | 25.73 | 340% |
| Returns for 5 years | 100.72 | 14.42 | 698% |
| Returns for 10 years | 271.79 | 75.44 | 360% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GBLEX | 40.47 | 0.03 | +0.07% |
| American Funds Global Balanced F1 | |||
| EQTKX | 16.55 | N/A | N/A |
| Shelton Equity Income Class K | |||
| FCMVX | 13.07 | N/A | N/A |
| Fidelity Mid Cap Value K6 | |||
| ARSMX | 9.68 | -0.01 | -0.10% |
| AMG River Road Small-Mid Cap Value N | |||
| MASKX | 27.24 | -0.14 | -0.51% |
| iShares Russell 2000 Small-Cap Idx Instl | |||