BULIX | FRUSX | BULIX / FRUSX | |
Total Expense Ratio | 0.66 | 1.21 | 55% |
Annual Report Gross Expense Ratio | 0.66 | 1.21 | 55% |
Fund Existence | 32 years | 30 years | - |
Gain YTD | 15.014 | 12.577 | 119% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 287M | 7.12B | 4% |
Annual Yield % from dividends | 2.34 | 1.77 | 132% |
Returns for 1 year | 18.94 | 12.28 | 154% |
Returns for 3 years | 16.50 | 10.34 | 160% |
Returns for 5 years | 30.41 | 32.13 | 95% |
Returns for 10 years | 50.19 | 61.32 | 82% |
1 Day | |||
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MFs / NAME | Price $ | Chg $ | Chg % |
VWENX | 80.28 | -0.13 | -0.16% |
Vanguard Wellington™ Admiral™ | |||
LMBCX | 12.27 | -0.02 | -0.16% |
Franklin U.S. Small Cap Equity C | |||
TBDAX | 20.82 | -0.05 | -0.24% |
PGIM Jennison Diversified Growth A | |||
SWLGX | 16.67 | -0.05 | -0.27% |
Schwab ® US Large-Cap Growth Idx | |||
HMVFX | 16.05 | -0.11 | -0.68% |
Hartford MidCap Value F |