| JSRAX | MLLBX | JSRAX / MLLBX | |
| Total Expense Ratio | 0.69 | 1.44 | 48% |
| Annual Report Gross Expense Ratio | 0.88 | 1.63 | 54% |
| Fund Existence | 20 years | 21 years | - |
| Gain YTD | 4.215 | 1.115 | 378% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 773M | 236% |
| Annual Yield % from dividends | 2.97 | 2.51 | 118% |
| Returns for 1 year | 9.84 | 3.47 | 284% |
| Returns for 3 years | 30.63 | 14.03 | 218% |
| Returns for 5 years | 8.71 | 1.00 | 874% |
| Returns for 10 years | 27.77 | 25.52 | 109% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VSORX | 53.79 | 0.48 | +0.90% |
| Victory Sycamore Small Company Opp R6 | |||
| DRDAX | 24.43 | 0.13 | +0.53% |
| Dearborn Partners Rising Dividend A | |||
| WAGOX | 3.93 | 0.02 | +0.51% |
| Wasatch Global Opportunities Investor | |||
| CWGCX | 79.78 | 0.26 | +0.33% |
| American Funds Capital World Gr&Inc C | |||
| AWEIX | 30.79 | 0.07 | +0.23% |
| CIBC Atlas Disciplined Equity Instl | |||