| FMUCX | HBLAX | FMUCX / HBLAX | |
| Total Expense Ratio | 1.74 | 0.89 | 196% |
| Annual Report Gross Expense Ratio | 1.84 | 0.89 | 207% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 6.219 | 3.670 | 169% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.46B | 11.1B | 13% |
| Annual Yield % from dividends | 1.01 | 3.19 | 32% |
| Returns for 1 year | 16.23 | 5.93 | 274% |
| Returns for 3 years | 31.16 | 20.36 | 153% |
| Returns for 5 years | 20.56 | 6.67 | 308% |
| Returns for 10 years | 51.25 | 42.52 | 121% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RIREX | 81.66 | 0.04 | +0.05% |
| American Funds Capital Income Bldr R4 | |||
| CCERX | 30.37 | 0.01 | +0.02% |
| Columbia Large Cap Enhanced Core R | |||
| TMIRX | 9.06 | N/A | N/A |
| Transamerica Mid Cap Growth R | |||
| VMIAX | 119.32 | N/A | N/A |
| Vanguard Materials Index Admiral | |||
| DESIX | 14.22 | -0.06 | -0.42% |
| DFA Em Mkts Sustnby Cor 1 Instl | |||