| AAAPX | CIRCX | AAAPX / CIRCX | |
| Total Expense Ratio | 1.89 | 1.37 | 138% |
| Annual Report Gross Expense Ratio | 2.01 | 1.37 | 147% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 11.375 | 9.066 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 128B | 4% |
| Annual Yield % from dividends | 3.99 | 1.98 | 202% |
| Returns for 1 year | 15.45 | 9.45 | 163% |
| Returns for 3 years | 30.46 | 36.20 | 84% |
| Returns for 5 years | 25.64 | 37.79 | 68% |
| Returns for 10 years | 81.53 | 80.09 | 102% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LRSTX | 23.80 | 0.04 | +0.17% |
| Lord Abbett Small Cap Value R5 | |||
| CBFCX | 42.11 | -0.01 | -0.02% |
| American Funds Global Balanced 529-C | |||
| FEXRX | 15.21 | -0.06 | -0.39% |
| First Eagle U.S. SMID Cap Opportunity R6 | |||
| KNPAX | 125.82 | -1.26 | -0.99% |
| Kinetics Paradigm Adv A | |||
| GERIX | 13.22 | -0.36 | -2.65% |
| Goldman Sachs Em Mkts Eq Insghts Intl | |||