| HBSGX | VEXPX | HBSGX / VEXPX | |
| Total Expense Ratio | 0.91 | 0.39 | 233% |
| Annual Report Gross Expense Ratio | 0.91 | 0.39 | 233% |
| Fund Existence | 24 years | 59 years | - |
| Gain YTD | 9.272 | 14.668 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 22.1B | 3% |
| Annual Yield % from dividends | 0.00 | 0.37 | - |
| Returns for 1 year | 16.79 | 10.98 | 153% |
| Returns for 3 years | 10.60 | 25.53 | 42% |
| Returns for 5 years | -30.70 | -12.87 | 239% |
| Returns for 10 years | 1.76 | 49.77 | 4% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RDEGX | 16.49 | 0.19 | +1.17% |
| American Funds Dvlpg Wld Gr&Inc R-2E | |||
| ZGFIX | 19.77 | 0.07 | +0.36% |
| American Beacon Ninety One Gbl Frnchs R5 | |||
| ACEKX | 11.88 | N/A | N/A |
| Invesco Equity and Income R5 | |||
| VKSIX | 18.57 | N/A | N/A |
| Virtus KAR Small-Mid Cap Core I | |||
| PBSYX | 19.39 | N/A | N/A |
| Polen 5Perspectives Small Growth Y | |||