| GSWPX | JDMAX | GSWPX / JDMAX | |
| Total Expense Ratio | 0.92 | 1.14 | 81% |
| Annual Report Gross Expense Ratio | 0.92 | 1.14 | 81% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 17.782 | 7.947 | 224% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 22.4B | 6% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.02 | 4.83 | 208% |
| Returns for 3 years | 18.65 | 10.96 | 170% |
| Returns for 5 years | -12.85 | -12.19 | 105% |
| Returns for 10 years | N/A | 57.12 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CBFAX | 42.44 | 0.18 | +0.43% |
| American Funds Global Balanced 529-A | |||
| AMAKX | 12.50 | 0.04 | +0.32% |
| American Century Small Cap Dividend R6 | |||
| MXINX | 17.35 | N/A | N/A |
| Empower International Index Inv | |||
| HWMZX | 67.28 | N/A | N/A |
| Hotchkis & Wiley Mid Cap Value Z | |||
| VLIFX | 34.00 | -0.17 | -0.50% |
| Value Line Mid Cap Focused Inv | |||