| RLBCX | SIIIX | RLBCX / SIIIX | |
| Total Expense Ratio | 0.89 | 1.51 | 59% |
| Annual Report Gross Expense Ratio | 0.89 | 2.18 | 41% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 8.220 | 3.176 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 37.2M | 774,194% |
| Annual Yield % from dividends | 1.53 | 6.62 | 23% |
| Returns for 1 year | 10.94 | 7.02 | 156% |
| Returns for 3 years | 37.30 | 22.64 | 165% |
| Returns for 5 years | 30.59 | 23.16 | 132% |
| Returns for 10 years | 78.60 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IUASX | 35.42 | 0.24 | +0.68% |
| VY® Invesco Equity and Income S | |||
| TORCX | 22.65 | 0.15 | +0.67% |
| Tortoise Energy Infrastructure TR C | |||
| VEIRX | 102.74 | -0.01 | -0.01% |
| Vanguard Equity-Income Adm | |||
| FDCGX | 88.98 | -0.35 | -0.39% |
| Fidelity Advisor Consumer Staples C | |||
| MISCX | 15.94 | -0.12 | -0.75% |
| BNY Mellon Small Cap Multi-Strategy Inv | |||