| BASIX | CLSCX | BASIX / CLSCX | |
| Total Expense Ratio | 0.96 | 1.69 | 57% |
| Annual Report Gross Expense Ratio | 0.97 | 1.69 | 57% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 7.376 | 6.367 | 116% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.6B | 6.01B | 743% |
| Annual Yield % from dividends | 4.32 | 4.18 | 103% |
| Returns for 1 year | 8.02 | 5.88 | 136% |
| Returns for 3 years | 22.14 | 25.10 | 88% |
| Returns for 5 years | 16.28 | 9.39 | 173% |
| Returns for 10 years | 35.68 | 31.40 | 114% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PAGRX | 136.23 | 1.41 | +1.05% |
| Permanent Portfolio Aggressive Growth I | |||
| NGDAX | 33.64 | 0.22 | +0.66% |
| Neuberger Berman Large Cap Growth A | |||
| KESGX | 17.50 | 0.07 | +0.40% |
| Kennedy Capital ESG SMID Cap I | |||
| MWOKX | 69.34 | 0.22 | +0.32% |
| MFS Global Growth R6 | |||
| CGIAX | 45.43 | 0.14 | +0.31% |
| American Funds Intl Gr and Inc529A | |||