| IPOCX | RNWAX | IPOCX / RNWAX | |
| Total Expense Ratio | 1.80 | 1.66 | 108% |
| Annual Report Gross Expense Ratio | 2.24 | 1.66 | 135% |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | 10.349 | 20.535 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 75.3B | 1% |
| Annual Yield % from dividends | 3.14 | 0.00 | - |
| Returns for 1 year | 8.89 | 18.60 | 48% |
| Returns for 3 years | 30.19 | 40.76 | 74% |
| Returns for 5 years | -22.23 | 7.55 | -295% |
| Returns for 10 years | 50.54 | 83.04 | 61% |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CHPS | 47.19 | 0.35 | +0.74% |
| Xtrackers Semiconductor Select Eq ETF | |||
| IJS | 115.68 | 0.62 | +0.54% |
| iShares S&P Small-Cap 600 Value ETF | |||
| BGY | 5.84 | 0.01 | +0.17% |
| BlackRock Enhanced International Dividend Trust | |||
| PZT | 22.35 | 0.03 | +0.16% |
| Invesco New York AMT-Free Muni Bd ETF | |||
| HWSM | 27.56 | N/A | N/A |
| Hotchkis & Wiley SMID Cap Divers Val Fd | |||