FTAAX | HBLCX | FTAAX / HBLCX | |
Total Expense Ratio | 0.79 | 1.64 | 48% |
Annual Report Gross Expense Ratio | 0.79 | 1.64 | 48% |
Fund Existence | 18 years | 19 years | - |
Gain YTD | 7.963 | 7.624 | 104% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 0 | 2000 | - |
Min. Initial Investment IRA | 500 | 2000 | 25% |
Net Assets | 2B | 12B | 17% |
Annual Yield % from dividends | 2.62 | 2.58 | 102% |
Returns for 1 year | 7.65 | 2.71 | 283% |
Returns for 3 years | 21.60 | 15.89 | 136% |
Returns for 5 years | 18.03 | 12.09 | 149% |
Returns for 10 years | 43.44 | 37.68 | 115% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
NESGX | 18.70 | 0.24 | +1.30% |
Needham Small Cap Growth Retail | |||
SIGWX | 7.50 | 0.02 | +0.27% |
Touchstone Small Company Y | |||
BWNYX | 31.06 | -0.03 | -0.10% |
Bullfinch Greater Western New York | |||
VBCVX | 15.87 | -0.05 | -0.31% |
VALIC Company I Systematic Value | |||
ASVNX | 9.43 | -0.03 | -0.32% |
American Century Small Cap Value C |