| CBUZX | ILAAX | CBUZX / ILAAX | |
| Total Expense Ratio | 0.71 | 0.52 | 137% |
| Annual Report Gross Expense Ratio | 0.71 | 0.52 | 137% |
| Fund Existence | 16 years | 21 years | - |
| Gain YTD | 4.418 | 4.628 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 821M | 317M | 259% |
| Annual Yield % from dividends | 4.19 | 4.43 | 95% |
| Returns for 1 year | 10.10 | 10.45 | 97% |
| Returns for 3 years | 28.47 | 28.51 | 100% |
| Returns for 5 years | 15.05 | 19.49 | 77% |
| Returns for 10 years | 56.84 | 51.33 | 111% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RWIFX | 80.99 | 0.72 | +0.90% |
| American Funds Cptl Wld Gr&Inc R-5 | |||
| TSTFX | 17.41 | 0.12 | +0.69% |
| Transamerica Stock Index R4 | |||
| MUETX | 42.57 | 0.23 | +0.54% |
| MFS Blended Research Core Equity R3 | |||
| JDVSX | 15.98 | 0.05 | +0.31% |
| JPMorgan Diversified I | |||
| TRSSX | 27.61 | -0.22 | -0.79% |
| T. Rowe Price Instl Small-Cap Stock | |||