| AMTZX | CWGCX | AMTZX / CWGCX | |
| Total Expense Ratio | 0.91 | 1.48 | 61% |
| Annual Report Gross Expense Ratio | 0.94 | 1.48 | 64% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 13.541 | 15.328 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 160B | 0% |
| Annual Yield % from dividends | 6.05 | 0.75 | 809% |
| Returns for 1 year | 26.15 | 20.44 | 128% |
| Returns for 3 years | 35.22 | 43.62 | 81% |
| Returns for 5 years | 57.55 | 32.85 | 175% |
| Returns for 10 years | 112.97 | 95.24 | 119% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MFEJX | 198.43 | 3.22 | +1.65% |
| MFS Growth R4 | |||
| AMAKX | 12.32 | 0.20 | +1.65% |
| American Century Small Cap Dividend R6 | |||
| MLNAX | 27.90 | 0.28 | +1.01% |
| Morgan Stanley Instl Glbl Concntr A | |||
| NRIIX | 22.97 | 0.01 | +0.04% |
| Nuveen Real Asset Income I | |||
| JPVRX | 22.34 | -0.04 | -0.18% |
| JPMorgan Developed International ValueR5 | |||