| GARTX | JAASX | GARTX / JAASX | |
| Total Expense Ratio | 1.10 | 1.51 | 73% |
| Annual Report Gross Expense Ratio | 1.19 | 1.79 | 66% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 7.870 | 6.968 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.59B | 1.42B | 395% |
| Annual Yield % from dividends | 0.75 | 1.24 | 60% |
| Returns for 1 year | 6.94 | 6.51 | 107% |
| Returns for 3 years | 26.89 | 19.91 | 135% |
| Returns for 5 years | 14.56 | 22.00 | 66% |
| Returns for 10 years | 29.01 | 44.98 | 65% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ARDEX | 5.06 | 0.01 | +0.20% |
| AMG River Road Dividend All Cap Value N | |||
| TWCGX | 57.78 | 0.04 | +0.07% |
| American Century Growth Inv | |||
| CAAPX | 39.13 | N/A | N/A |
| Ariel Appreciation Investor | |||
| SPVYX | 23.48 | -0.01 | -0.04% |
| SEI Small Cap Value Y (SIMT) | |||
| ALPCX | 10.47 | -0.01 | -0.10% |
| American Century Focused Lg Cap Val C | |||