| ANWFX | CNGAX | ANWFX / CNGAX | |
| Total Expense Ratio | 0.51 | 0.75 | 68% |
| Annual Report Gross Expense Ratio | 0.51 | 0.75 | 68% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 5.040 | 15.426 | 33% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170B | 51.8B | 328% |
| Annual Yield % from dividends | 1.17 | 0.00 | - |
| Returns for 1 year | 6.97 | 22.03 | 32% |
| Returns for 3 years | 34.64 | 58.00 | 60% |
| Returns for 5 years | 13.41 | 29.19 | 46% |
| Returns for 10 years | 107.87 | 133.86 | 81% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ATWAX | 28.50 | 0.18 | +0.64% |
| AB Tax-Managed Wealth Apprec Strat A | |||
| AGVDX | 30.73 | 0.16 | +0.52% |
| American Funds Global Insight C | |||
| LADIX | 27.08 | 0.03 | +0.11% |
| ClearBridge Tactical Dividend Income I | |||
| BMSSX | 17.42 | -0.03 | -0.17% |
| MFS Blended Research Mid Cap Eq R2 | |||
| USPFX | 37.08 | -0.14 | -0.38% |
| Union Street Partners Value Advisor | |||