CAPSX | HBLYX | CAPSX / HBLYX | |
Total Expense Ratio | 0.64 | 0.67 | 96% |
Annual Report Gross Expense Ratio | 0.85 | 0.67 | 127% |
Fund Existence | 13 years | 19 years | - |
Gain YTD | 5.101 | 6.137 | 83% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 250000 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 663M | 11.9B | 6% |
Annual Yield % from dividends | 3.52 | 3.51 | 100% |
Returns for 1 year | 10.45 | 7.28 | 144% |
Returns for 3 years | 28.37 | 16.93 | 168% |
Returns for 5 years | 40.91 | 19.30 | 212% |
Returns for 10 years | 60.05 | 44.50 | 135% |
1 Day | |||
---|---|---|---|
ETFs / NAME | Price $ | Chg $ | Chg % |
ETO | 27.38 | 0.15 | +0.55% |
Eaton Vance Tax-Advantaged Global Div Oppor Fund | |||
BKLC | 118.89 | 0.56 | +0.47% |
BNY Mellon US Large Cap Core Equity ETF | |||
CHGX | 26.15 | 0.05 | +0.19% |
EA SERIES TRUST STANCE SUSTAINABLE BETA ETF | |||
OVM | 21.14 | -0.02 | -0.09% |
Overlay Shares Municipal Bond ETF | |||
IBDZ | 26.02 | -0.03 | -0.12% |
iShares iBonds Dec 2034 Term Corp ETF |