| GCRTX | JAAIX | GCRTX / JAAIX | |
| Total Expense Ratio | 1.85 | 1.38 | 134% |
| Annual Report Gross Expense Ratio | 1.94 | 1.56 | 124% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 6.840 | 7.102 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.59B | 1.42B | 395% |
| Annual Yield % from dividends | 0.21 | 1.37 | 15% |
| Returns for 1 year | 5.95 | 6.65 | 89% |
| Returns for 3 years | 23.91 | 20.36 | 117% |
| Returns for 5 years | 8.92 | 22.71 | 39% |
| Returns for 10 years | 17.18 | 46.87 | 37% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PLBBX | 37.37 | 0.01 | +0.03% |
| Plumb Balanced Investor | |||
| FNILX | 24.70 | N/A | N/A |
| Fidelity ZERO Large Cap Index | |||
| PSIAX | 47.69 | -0.01 | -0.02% |
| PGIM Quant Solutions Large-Cap Index A | |||
| SMVIX | 23.11 | -0.01 | -0.04% |
| SEI Small Cap Value I (SIMT) | |||
| ALVRX | 10.48 | -0.01 | -0.10% |
| American Century Focused Lg Cap Val R | |||