| ASMZX | VSGAX | ASMZX / VSGAX | |
| Total Expense Ratio | 0.96 | 0.07 | 1,371% |
| Annual Report Gross Expense Ratio | 0.96 | 0.07 | 1,371% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 5.487 | 6.606 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 325M | 39.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 6.04 | 13.95 | 43% |
| Returns for 3 years | 26.28 | 49.70 | 53% |
| Returns for 5 years | -31.29 | 15.29 | -205% |
| Returns for 10 years | 66.56 | 205.02 | 32% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HWLIX | 46.08 | 0.13 | +0.28% |
| Hotchkis & Wiley Large Cap Fdml Value I | |||
| JHJIX | 12.82 | N/A | N/A |
| JHancock ESG Large Cap Core I | |||
| EQTIX | 17.49 | -0.07 | -0.40% |
| Shelton Equity Income Investor | |||
| JABCX | 47.63 | -0.25 | -0.52% |
| Janus Henderson Balanced C | |||
| AFDCX | 44.49 | -0.31 | -0.69% |
| American Century Large Cap Equity C | |||