DOXGX | STVYX | DOXGX / STVYX | |
Total Expense Ratio | 0.41 | 0.88 | 47% |
Annual Report Gross Expense Ratio | 0.46 | 0.88 | 52% |
Fund Existence | 3 years | 10 years | - |
Gain YTD | 3.684 | 5.316 | 69% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 100000 | 3% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 114B | 695M | 16,403% |
Annual Yield % from dividends | 1.49 | 1.08 | 138% |
Returns for 1 year | 6.03 | -8.08 | -75% |
Returns for 3 years | 28.44 | -0.73 | -3,903% |
Returns for 5 years | N/A | 20.35 | - |
Returns for 10 years | N/A | 39.55 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
HULIX | 33.23 | -0.16 | -0.48% |
Huber Select Large Cap Value Inv | |||
VWELX | 44.07 | -0.40 | -0.90% |
Vanguard Wellington™ Inv | |||
LVOAX | 17.54 | -0.27 | -1.52% |
Lord Abbett Value Opportunities A | |||
JSEZX | 37.34 | -0.71 | -1.87% |
JPMorgan Small Cap Equity R2 | |||
LGSCX | 12.12 | -0.26 | -2.10% |
Franklin U.S. Small Cap Equity FI |