BALCX | ETAMX | BALCX / ETAMX | |
Total Expense Ratio | 1.31 | 1.07 | 122% |
Annual Report Gross Expense Ratio | 1.31 | 1.14 | 115% |
Fund Existence | 25 years | 10 years | - |
Gain YTD | 13.865 | 7.571 | 183% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 265B | 390M | 67,949% |
Annual Yield % from dividends | 1.12 | 1.78 | 63% |
Returns for 1 year | 7.92 | 3.78 | 209% |
Returns for 3 years | 48.39 | 36.51 | 133% |
Returns for 5 years | 37.66 | 29.96 | 126% |
Returns for 10 years | 67.51 | 87.58 | 77% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
PRIAX | 34.70 | N/A | N/A |
Principal Glb Emerging Markets A | |||
CCERX | 29.97 | N/A | N/A |
Columbia Large Cap Enhanced Core R | |||
CVMIX | 22.59 | N/A | N/A |
Calvert Emerging Markets Equity I | |||
GMCUX | 16.95 | N/A | N/A |
Goldman Sachs Small/Mid Cap Equity R6 | |||
CLBAX | 38.88 | -0.07 | -0.18% |
American Funds American Balanced 529A |