| BROKX | VFWPX | BROKX / VFWPX | |
| Total Expense Ratio | 0.45 | 0.03 | 1,500% |
| Annual Report Gross Expense Ratio | 0.53 | 0.03 | 1,767% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 25.774 | 26.221 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 74.2B | 8% |
| Annual Yield % from dividends | 2.03 | 2.74 | 74% |
| Returns for 1 year | 19.29 | 18.07 | 107% |
| Returns for 3 years | 82.33 | 63.09 | 130% |
| Returns for 5 years | 69.13 | 45.32 | 153% |
| Returns for 10 years | N/A | 70.07 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PEIYX | 38.61 | 0.25 | +0.65% |
| Putnam Large Cap Value Y | |||
| AALRX | 28.97 | 0.17 | +0.59% |
| American Beacon Large Cap Value R6 | |||
| NWGSX | 29.06 | 0.11 | +0.38% |
| Nationwide WCM Focused Sm Cp Instl Svc | |||
| HNCTX | 22.39 | 0.05 | +0.22% |
| Hartford International Growth R5 | |||
| BSMKX | 18.22 | -0.02 | -0.11% |
| iShares Russell Small/Mid-Cap Idx K | |||