| CSRIX | IVRIX | CSRIX / IVRIX | |
| Total Expense Ratio | 0.75 | 0.75 | 100% |
| Annual Report Gross Expense Ratio | 0.76 | 1.01 | 75% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 1.733 | 2.128 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.9B | 145M | 5,450% |
| Annual Yield % from dividends | 3.14 | 3.05 | 103% |
| Returns for 1 year | 7.28 | 5.47 | 133% |
| Returns for 3 years | 17.96 | 8.17 | 220% |
| Returns for 5 years | 31.80 | 4.74 | 672% |
| Returns for 10 years | 49.79 | 7.65 | 651% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FZALX | 31.86 | N/A | N/A |
| Fidelity Advisor Mega Cap Stock Z | |||
| FCUEX | 20.94 | -0.03 | -0.14% |
| NYLI PineStone U.S. Equity Class A | |||
| NMFAX | 16.48 | -0.03 | -0.18% |
| Nationwide BNY Mellon Dyn US Core A | |||
| UIVIX | 13.01 | -0.06 | -0.46% |
| MFS Intrinsic Value I | |||
| AFCNX | 19.63 | -0.15 | -0.76% |
| American Century Focused Intl Gr Inv | |||