| DBIVX | PASCX | DBIVX / PASCX | |
| Total Expense Ratio | 0.87 | 2.98 | 29% |
| Annual Report Gross Expense Ratio | 1.07 | 3.06 | 35% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 2.889 | 9.054 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 10.5B | 2% |
| Annual Yield % from dividends | 2.04 | 6.14 | 33% |
| Returns for 1 year | 10.38 | 16.30 | 64% |
| Returns for 3 years | 26.03 | 31.48 | 83% |
| Returns for 5 years | 22.53 | 18.69 | 121% |
| Returns for 10 years | 75.69 | 79.51 | 95% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TORTX | 22.84 | 0.18 | +0.79% |
| Tortoise Energy Infrastructure TR A | |||
| MFWIX | 18.04 | 0.10 | +0.56% |
| MFS Global Total Return I | |||
| ADCIX | 24.28 | 0.02 | +0.08% |
| American Century Disciplined Growth I | |||
| ESCFX | 19.65 | 0.01 | +0.04% |
| 1290 Essex Small Cap Growth A | |||
| TRZBX | 215.71 | -0.49 | -0.23% |
| T. Rowe Price Blue Chip Growth Z | |||