| FORIX | MSNCX | FORIX / MSNCX | |
| Total Expense Ratio | 1.20 | 0.84 | 143% |
| Annual Report Gross Expense Ratio | 1.20 | 0.86 | 140% |
| Fund Existence | 31 years | 42 years | - |
| Gain YTD | 1.539 | 2.032 | 76% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 570M | 143% |
| Annual Yield % from dividends | 2.91 | 3.29 | 88% |
| Returns for 1 year | 7.43 | 8.08 | 92% |
| Returns for 3 years | 9.49 | 11.55 | 82% |
| Returns for 5 years | -2.98 | 3.22 | -92% |
| Returns for 10 years | -0.17 | 15.65 | -1% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RLBBX | 40.68 | N/A | N/A |
| American Funds American Balanced R2 | |||
| ETNHX | 46.96 | N/A | N/A |
| Eventide Healthcare & Life Sciences N | |||
| EKSRX | 6.70 | N/A | N/A |
| Allspring Diversified Income Bldr R6 | |||
| FIKNX | 23.86 | N/A | N/A |
| Fidelity Advisor Small Cap Value Z | |||
| VSFCX | 24.81 | -0.31 | -1.23% |
| Federated Hermes MDT Small Cap Value C | |||