| HBLAX | JLMOX | HBLAX / JLMOX | |
| Total Expense Ratio | 0.89 | 0.73 | 122% |
| Annual Report Gross Expense Ratio | 0.89 | 0.74 | 120% |
| Fund Existence | 19 years | 12 years | - |
| Gain YTD | 8.434 | 9.765 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 484M | 2,397% |
| Annual Yield % from dividends | 3.29 | 2.95 | 111% |
| Returns for 1 year | 3.08 | 8.76 | 35% |
| Returns for 3 years | 16.50 | 26.00 | 63% |
| Returns for 5 years | 12.57 | 14.87 | 85% |
| Returns for 10 years | 43.20 | 47.46 | 91% |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MLPB | 25.17 | 0.05 | +0.19% |
| UBS ETRACS Alerian MLPInfrs ETN SerB | |||
| TAXM | 50.35 | -0.01 | -0.02% |
| Bondbloxx Ir+M Tax-Aware ETF For Massachusetts Residents | |||
| ETW | 8.77 | -0.05 | -0.57% |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | |||
| PSR | 90.60 | -0.74 | -0.81% |
| Invesco Active US Real Estate | |||
| HERZ | 2.52 | -0.05 | -1.95% |
| Herzfeld Credit Income Fund Inc | |||