CATYX | VWAHX | CATYX / VWAHX | |
Total Expense Ratio | 0.45 | 0.17 | 265% |
Annual Report Gross Expense Ratio | 0.51 | 0.17 | 300% |
Fund Existence | 9 years | 47 years | - |
Gain YTD | 2.580 | 0.188 | 1,375% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 3000 | 33,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.63B | 16.2B | 10% |
Annual Yield % from dividends | 4.07 | 3.93 | 104% |
Returns for 1 year | 1.54 | -1.39 | -111% |
Returns for 3 years | 22.47 | 9.18 | 245% |
Returns for 5 years | 5.72 | -8.14 | -70% |
Returns for 10 years | N/A | -4.11 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
BALCX | 38.94 | 0.27 | +0.70% |
American Funds American Balanced C | |||
FSOPX | 15.71 | N/A | N/A |
Fidelity Series Small Cap Opps | |||
JOEAX | 14.76 | N/A | N/A |
JOHCM Emerging Markets Opps Investor | |||
PRPZX | 6.14 | N/A | N/A |
PGIM Jennison Energy Infrastructure Z | |||
RGAVX | 14.95 | N/A | N/A |
ClearBridge Global Infrastructure Inc A |