The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| IPOIX | RNWAX | IPOIX / RNWAX | |
| Total Expense Ratio | 0.80 | 1.66 | 48% |
| Annual Report Gross Expense Ratio | 1.24 | 1.66 | 75% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 24.674 | 16.043 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 649M | 88.6B | 1% |
| Annual Yield % from dividends | 1.77 | 0.49 | 363% |
| Returns for 1 year | 28.00 | 19.83 | 141% |
| Returns for 3 years | 65.34 | 48.85 | 134% |
| Returns for 5 years | 4.00 | 11.96 | 33% |
| Returns for 10 years | 89.95 | 96.44 | 93% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BGEWX | 17.72 | 0.21 | +1.20% |
| Baillie Gifford Emer Mkt Ex Chn Instl | |||
| ARIIX | 11.39 | N/A | N/A |
| AB Global Real Estate Investment II I | |||
| FTSDX | 19.72 | N/A | N/A |
| Fidelity Advisor Strategic Div & Inc M | |||
| RCEYX | 67.29 | N/A | N/A |
| Victory RS Large Cap Alpha Y | |||
| MXBUX | 9.58 | N/A | N/A |
| Empower S&P Mid Cap 400® Index L | |||