BIDAX | LANSX | BIDAX / LANSX | |
Total Expense Ratio | 0.50 | 0.78 | 64% |
Annual Report Gross Expense Ratio | 0.58 | 0.78 | 74% |
Fund Existence | 25 years | 41 years | - |
Gain YTD | -0.837 | -1.951 | 43% |
Front Load | N/A | 2% | - |
Min. Initial Investment | 1000 | 1000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 213M | 4.53B | 5% |
Annual Yield % from dividends | 3.01 | 3.83 | 79% |
Returns for 1 year | 0.56 | -0.18 | -314% |
Returns for 3 years | -1.23 | 7.36 | -17% |
Returns for 5 years | -6.30 | 0.45 | -1,400% |
Returns for 10 years | 17.50 | 11.70 | 150% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
DGAGX | 40.30 | N/A | N/A |
BNY Mellon Appreciation Investor | |||
AGOCX | 12.45 | N/A | N/A |
PGIM Jennison Global Equity Income C | |||
NSCCX | 37.84 | N/A | N/A |
Nuveen Small-Cap Value Opps C | |||
DHFAX | 13.91 | N/A | N/A |
Diamond Hill Large Cap Concentrated Inv | |||
BKMIX | 10.44 | N/A | N/A |
BlackRock Multi-Asset Income Portfolio K |