| CUSEX | VTSMX | CUSEX / VTSMX | |
| Total Expense Ratio | 0.43 | 0.14 | 307% |
| Annual Report Gross Expense Ratio | 0.43 | 0.14 | 307% |
| Fund Existence | 15 years | 34 years | - |
| Gain YTD | 1.243 | 1.679 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 397M | 2.06T | 0% |
| Annual Yield % from dividends | 0.71 | 1.02 | 70% |
| Returns for 1 year | 9.84 | 18.29 | 54% |
| Returns for 3 years | 35.00 | 70.89 | 49% |
| Returns for 5 years | 38.67 | 73.62 | 53% |
| Returns for 10 years | 127.69 | 270.34 | 47% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JSVZX | 26.16 | 0.23 | +0.89% |
| JPMorgan Small Cap Value R2 | |||
| CIRCX | 78.72 | 0.31 | +0.40% |
| American Funds Capital Income Bldr 529C | |||
| CMIDX | 19.08 | -0.09 | -0.47% |
| Congress Mid Cap Growth Retail | |||
| IGIUX | 110.95 | -0.62 | -0.56% |
| Integrity Growth & Income Fund C | |||
| JENRX | 43.24 | -0.35 | -0.80% |
| Jensen Quality Growth R | |||