| PMJAX | VSIAX | PMJAX / VSIAX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 0.90 | 0.07 | 1,286% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 19.657 | 15.106 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 65.5B | 5% |
| Annual Yield % from dividends | 0.83 | 1.77 | 47% |
| Returns for 1 year | 26.94 | 21.77 | 124% |
| Returns for 3 years | 64.98 | 48.58 | 134% |
| Returns for 5 years | -9.54 | 42.60 | -22% |
| Returns for 10 years | 60.69 | 141.22 | 43% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BHBFX | 26.67 | 0.46 | +1.76% |
| Madison Dividend Income Y | |||
| TIBGX | 37.53 | 0.17 | +0.46% |
| Thornburg Investment Income Builder R4 | |||
| PABYX | 18.07 | -0.01 | -0.06% |
| Putnam Dynamic Asset Allocation Bal Y | |||
| CVLCX | 11.87 | -0.06 | -0.50% |
| Calamos Global Opportunities C | |||
| JUSPX | 21.11 | -0.21 | -0.98% |
| JPMorgan US Small Company R3 | |||