| CBSAX | PMBJX | CBSAX / PMBJX | |
| Total Expense Ratio | 1.12 | 0.76 | 147% |
| Annual Report Gross Expense Ratio | 1.13 | 0.76 | 149% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 20.786 | 0.899 | 2,313% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 23.7B | 10% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.69 | -9.28 | -61% |
| Returns for 3 years | 41.67 | 19.60 | 213% |
| Returns for 5 years | -7.12 | -0.55 | 1,300% |
| Returns for 10 years | 14.41 | 83.24 | 17% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EVUAX | 20.81 | 0.09 | +0.43% |
| Allspring Util and Telecomms A | |||
| CAMZX | 20.80 | 0.06 | +0.29% |
| Cambiar Small Cap Instl | |||
| FIKYX | 15.12 | -0.01 | -0.07% |
| Fidelity Advisor Asset Manager 40% Z | |||
| GITRX | 19.58 | -0.03 | -0.15% |
| Goldman Sachs International T/M Eq Inv | |||
| TWGIX | 64.52 | -0.45 | -0.69% |
| American Century Growth I | |||