| AEPCX | CEUCX | AEPCX / CEUCX | |
| Total Expense Ratio | 1.58 | 1.63 | 97% |
| Annual Report Gross Expense Ratio | 1.58 | 1.63 | 97% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 3.393 | 3.269 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 143B | 100% |
| Annual Yield % from dividends | 2.11 | 2.15 | 98% |
| Returns for 1 year | 5.43 | 5.15 | 105% |
| Returns for 3 years | 17.84 | 17.28 | 103% |
| Returns for 5 years | -8.77 | -8.83 | 99% |
| Returns for 10 years | 44.80 | 46.30 | 97% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CBFAX | 42.31 | 0.20 | +0.47% |
| American Funds Global Balanced 529A | |||
| PEQZX | 28.18 | -0.15 | -0.53% |
| PGIM Jennison Blend Z | |||
| LRSYX | 23.73 | -0.18 | -0.75% |
| Lord Abbett Small Cap Value I | |||
| AMAEX | 12.43 | -0.11 | -0.88% |
| American Century Small Cap Dividend Inv | |||
| ACIZX | 64.05 | -0.85 | -1.31% |
| Alger Capital Appreciation Instl Z-2 | |||