| AEPCX | CICGX | AEPCX / CICGX | |
| Total Expense Ratio | 1.58 | 1.90 | 83% |
| Annual Report Gross Expense Ratio | 1.58 | 2.08 | 76% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 5.487 | 0.758 | 724% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 77.3M | 177,232% |
| Annual Yield % from dividends | 2.13 | 0.00 | - |
| Returns for 1 year | 4.80 | 0.66 | 724% |
| Returns for 3 years | 24.57 | 10.73 | 229% |
| Returns for 5 years | -4.80 | -28.61 | 17% |
| Returns for 10 years | 38.48 | 18.13 | 212% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| POVDX | 36.25 | 0.09 | +0.25% |
| Putnam International Equity R5 | |||
| PACOX | 75.51 | N/A | N/A |
| T. Rowe Price U.S. Equity Research Adv | |||
| LSCRX | 23.34 | N/A | N/A |
| Loomis Sayles Small Cap Value Retail | |||
| FKALX | 53.38 | N/A | N/A |
| Federated Hermes Kaufmann Small Cap R6 | |||
| BCVCX | 43.55 | N/A | N/A |
| Sterling Capital Behav Lg Cp Val Eq C | |||