| RLBFX | SVBAX | RLBFX / SVBAX | |
| Total Expense Ratio | 0.29 | 1.03 | 28% |
| Annual Report Gross Expense Ratio | 0.29 | 1.04 | 28% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 16.154 | 13.357 | 121% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 6.24B | 4,294% |
| Annual Yield % from dividends | 2.00 | 1.51 | 132% |
| Returns for 1 year | 11.31 | 12.74 | 89% |
| Returns for 3 years | 50.17 | 49.88 | 101% |
| Returns for 5 years | 46.22 | 46.57 | 99% |
| Returns for 10 years | 78.16 | 94.42 | 83% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VMCRX | 5.89 | 0.06 | +1.03% |
| Voya MidCap Opportunities Port R6 | |||
| FAQIX | 15.88 | 0.09 | +0.57% |
| Nuveen Dividend Value I | |||
| EKSAX | 6.60 | 0.03 | +0.46% |
| Allspring Diversified Income Bldr A | |||
| CBFEX | 41.56 | 0.16 | +0.39% |
| American Funds Global Balanced 529E | |||
| TNXAX | 10.83 | 0.02 | +0.19% |
| 1290 Loomis Sayles Multi-Asset Income A | |||