| DOXGX | IVKIX | DOXGX / IVKIX | |
| Total Expense Ratio | 0.41 | 0.70 | 59% |
| Annual Report Gross Expense Ratio | 0.46 | 0.80 | 58% |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | 2.230 | 2.984 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 244M | 48,770% |
| Annual Yield % from dividends | 1.38 | 1.41 | 98% |
| Returns for 1 year | 5.87 | 4.89 | 120% |
| Returns for 3 years | 26.04 | 4.94 | 527% |
| Returns for 5 years | N/A | 38.43 | - |
| Returns for 10 years | N/A | 93.73 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RSCRX | 27.00 | 0.16 | +0.60% |
| Russell Inv US Small Cap Equity R6 | |||
| DBALX | 13.78 | 0.05 | +0.36% |
| Davenport Balanced Income | |||
| IOLZX | 28.74 | 0.10 | +0.35% |
| ICON Equity Institutional | |||
| LSITX | 74.08 | -1.02 | -1.36% |
| ClearBridge Large Cap Growth IS | |||
| CFSIX | 20.34 | -0.42 | -2.02% |
| Touchstone Sands Capital Select Growth Y | |||