| APHLX | VIVIX | APHLX / VIVIX | |
| Total Expense Ratio | 0.84 | 0.04 | 2,100% |
| Annual Report Gross Expense Ratio | 0.86 | 0.04 | 2,150% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 0.911 | 14.037 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 216B | 0% |
| Annual Yield % from dividends | 1.34 | 2.05 | 65% |
| Returns for 1 year | -0.07 | 12.67 | -1% |
| Returns for 3 years | 27.27 | 37.82 | 72% |
| Returns for 5 years | 10.56 | 65.02 | 16% |
| Returns for 10 years | 42.04 | 134.87 | 31% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EQTIX | 17.83 | 0.06 | +0.34% |
| Shelton Equity Income Investor | |||
| ARSZX | 10.12 | 0.03 | +0.30% |
| AMG River Road Small-Mid Cap Value Z | |||
| QBNAX | 34.02 | 0.10 | +0.29% |
| Pear Tree Polaris Small Cap Instl | |||
| AFYDX | 48.49 | 0.13 | +0.27% |
| American Century Large Cap Equity Y | |||
| RGBCX | 40.33 | 0.05 | +0.12% |
| American Funds Global Balanced R3 | |||