| AALGX | CWGCX | AALGX / CWGCX | |
| Total Expense Ratio | 0.95 | 1.48 | 64% |
| Annual Report Gross Expense Ratio | 0.95 | 1.48 | 64% |
| Fund Existence | 39 years | 25 years | - |
| Gain YTD | 14.236 | 17.022 | 84% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.57B | 156B | 2% |
| Annual Yield % from dividends | 1.15 | 0.72 | 160% |
| Returns for 1 year | 10.69 | 15.51 | 69% |
| Returns for 3 years | 36.29 | 50.62 | 72% |
| Returns for 5 years | 9.45 | 31.04 | 30% |
| Returns for 10 years | 42.39 | 89.37 | 47% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BIAUX | 33.09 | 0.18 | +0.55% |
| Brown Advisory Small-Cap Fdmtl Val Inv | |||
| GSPKX | 20.72 | -0.02 | -0.10% |
| Goldman Sachs US Eq Div and Prem Instl | |||
| BQLCX | 24.09 | -0.06 | -0.25% |
| Bright Rock Quality Large Cap Instl | |||
| RNGFX | 88.92 | -0.29 | -0.33% |
| American Funds New Economy R-5 | |||
| LSAGX | 22.96 | -0.12 | -0.52% |
| Loomis Sayles Global Growth A | |||