| ALAAX | CBURX | ALAAX / CBURX | |
| Total Expense Ratio | 0.82 | 1.21 | 68% |
| Annual Report Gross Expense Ratio | 0.82 | 1.21 | 68% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 4.539 | 4.083 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 821M | 39% |
| Annual Yield % from dividends | 4.13 | 3.66 | 113% |
| Returns for 1 year | 10.15 | 9.56 | 106% |
| Returns for 3 years | 27.55 | 26.55 | 104% |
| Returns for 5 years | 18.07 | 12.20 | 148% |
| Returns for 10 years | 47.66 | 49.56 | 96% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RWICX | 80.16 | 0.72 | +0.91% |
| American Funds Cptl Wld Gr&Inc R-3 | |||
| MUSEX | 43.88 | 0.24 | +0.55% |
| MFS Blended Research Core Equity I | |||
| JDVAX | 15.78 | 0.05 | +0.32% |
| JPMorgan Diversified A | |||
| JWWFX | 134.99 | N/A | N/A |
| Janus Henderson Global Research I | |||
| PFSZX | 26.31 | -0.01 | -0.04% |
| PGIM Jennison Financial Services Z | |||