| CSVFX | VIHAX | CSVFX / VIHAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.05 | 0.17 | 618% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 26.932 | 30.867 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 601M | 13.8B | 4% |
| Annual Yield % from dividends | 2.72 | 3.92 | 69% |
| Returns for 1 year | 18.82 | 27.72 | 68% |
| Returns for 3 years | 48.69 | 54.05 | 90% |
| Returns for 5 years | 40.43 | 63.97 | 63% |
| Returns for 10 years | 65.91 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CAPE | 31.92 | N/A | +0.01% |
| DoubleLine Shiller CAPE US Equities ETF | |||
| PGZ | 10.36 | N/A | N/A |
| PRINCIPAL REAL ESTATE Income FUND | |||
| ZTAX | 25.17 | N/A | N/A |
| X-Square Municipal Income Tax Free ETF | |||
| TCHP | 49.90 | -0.05 | -0.10% |
| T. Rowe Price Blue Chip Growth ETF | |||
| HYBX | 30.18 | -0.03 | -0.12% |
| TCW High Yield Bond ETF | |||