| AEPGX | HNCCX | AEPGX / HNCCX | |
| Total Expense Ratio | 0.83 | 2.05 | 40% |
| Annual Report Gross Expense Ratio | 0.83 | 2.14 | 39% |
| Fund Existence | 42 years | 25 years | - |
| Gain YTD | 18.727 | 21.254 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 364M | 36,264% |
| Annual Yield % from dividends | 0.64 | 0.00 | - |
| Returns for 1 year | 13.03 | 21.66 | 60% |
| Returns for 3 years | 31.32 | 49.84 | 63% |
| Returns for 5 years | 3.80 | 14.24 | 27% |
| Returns for 10 years | 38.74 | 61.12 | 63% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FWCGX | 74.78 | 0.06 | +0.08% |
| American Funds Capital World Gr&Inc529F3 | |||
| MNHRX | 26.83 | N/A | N/A |
| Manning & Napier Pro-Blend Max Term R | |||
| CRMAX | 10.43 | N/A | N/A |
| CRM Small/Mid Cap Value Inv | |||
| SMLPX | 10.23 | N/A | N/A |
| Westwood Salient MLP & Engy Infras Inst | |||
| BDSKX | 19.63 | N/A | N/A |
| BlackRock Advantage Small Cap Core K | |||