| AEPFX | RIVJX | AEPFX / RIVJX | |
| Total Expense Ratio | 0.58 | 0.69 | 84% |
| Annual Report Gross Expense Ratio | 0.58 | 0.72 | 81% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 18.969 | 21.771 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 2.59B | 5,104% |
| Annual Yield % from dividends | 0.80 | 1.23 | 65% |
| Returns for 1 year | 13.30 | 20.11 | 66% |
| Returns for 3 years | 33.80 | 44.00 | 77% |
| Returns for 5 years | 6.46 | 29.88 | 22% |
| Returns for 10 years | 46.28 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BALSX | 10.24 | 0.01 | +0.10% |
| BlackRock U.S. Insights Lon/Shr Eq Inv A | |||
| AMDVX | 16.20 | N/A | N/A |
| American Century Mid Cap Value R6 | |||
| FVSKX | 55.50 | N/A | N/A |
| Fidelity Value Strategies K | |||
| IGHAX | 11.70 | N/A | N/A |
| Voya Global High Dividend Low Vol Port A | |||
| RAZCX | 11.55 | N/A | N/A |
| Russell Inv Multi-Asset Strat C | |||