| CATYX | VWAHX | CATYX / VWAHX | |
| Total Expense Ratio | 0.44 | 0.17 | 259% |
| Annual Report Gross Expense Ratio | 0.51 | 0.17 | 300% |
| Fund Existence | 9 years | 47 years | - |
| Gain YTD | 2.366 | 0.470 | 504% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 17.6B | 9% |
| Annual Yield % from dividends | 4.08 | 4.06 | 101% |
| Returns for 1 year | 8.54 | 3.99 | 214% |
| Returns for 3 years | 14.74 | 2.49 | 591% |
| Returns for 5 years | 2.44 | -11.62 | -21% |
| Returns for 10 years | N/A | -7.25 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RLBCX | 39.81 | -0.78 | -1.92% |
| American Funds American Balanced R3 | |||
| ANVMX | 10.88 | -0.25 | -2.25% |
| American Century Non-US Intrs ValR6 | |||
| VSFSX | 28.06 | -0.74 | -2.57% |
| Federated Hermes MDT Small Cap Value R6 | |||
| HAGIX | 74.74 | -2.53 | -3.27% |
| Carillon Eagle Mid Cap Growth I | |||
| NINCX | 26.59 | -1.03 | -3.73% |
| Neuberger Intrinsic Value C | |||