MIDCX | OBIIX | MIDCX / OBIIX | |
Total Expense Ratio | 2.05 | 1.10 | 186% |
Annual Report Gross Expense Ratio | 2.06 | 1.20 | 172% |
Fund Existence | 25 years | 12 years | - |
Gain YTD | 16.717 | 28.523 | 59% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000 | 1000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 6.9B | 401M | 1,720% |
Annual Yield % from dividends | 1.38 | 2.46 | 56% |
Returns for 1 year | 3.15 | 26.24 | 12% |
Returns for 3 years | 21.32 | 47.40 | 45% |
Returns for 5 years | -0.28 | -9.18 | 3% |
Returns for 10 years | 25.32 | 27.52 | 92% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
CAIBX | 78.56 | 0.41 | +0.52% |
American Funds Capital Income Bldr A | |||
DDDAX | 20.77 | 0.03 | +0.14% |
13D Activist A | |||
RTXMX | 13.16 | N/A | N/A |
Russell Inv Tax-Managed Real Assets M | |||
FRSIX | 18.48 | -0.04 | -0.22% |
Franklin Small-Mid Cap Growth C | |||
VILSX | 36.86 | -0.08 | -0.22% |
Value Line Select Growth Institutional |