| JORRX | RWICX | JORRX / RWICX | |
| Total Expense Ratio | 1.57 | 1.06 | 148% |
| Annual Report Gross Expense Ratio | 1.95 | 1.06 | 184% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 13.221 | 17.704 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.24B | 156B | 2% |
| Annual Yield % from dividends | 0.32 | 1.09 | 29% |
| Returns for 1 year | 6.82 | 16.38 | 42% |
| Returns for 3 years | 27.46 | 51.29 | 54% |
| Returns for 5 years | 8.92 | 33.85 | 26% |
| Returns for 10 years | 71.95 | 93.18 | 77% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CNGEX | 82.34 | 1.00 | +1.23% |
| American Funds New Economy 529-E | |||
| GSMGX | 14.06 | N/A | N/A |
| Goldman Sachs Small/Mid Cap Growth C | |||
| TORCX | 22.72 | N/A | N/A |
| Tortoise Energy Infrastructure TR C | |||
| LBWCX | 24.36 | N/A | N/A |
| BrandywineGLOBAL Div US Large Value C | |||
| MLNAX | 29.84 | N/A | N/A |
| Morgan Stanley Instl Glbl Concntr A | |||