FBTCX | SHSAX | FBTCX / SHSAX | |
Total Expense Ratio | 1.71 | 1.09 | 157% |
Annual Report Gross Expense Ratio | 1.71 | 1.09 | 157% |
Fund Existence | 25 years | 26 years | - |
Gain YTD | 9.872 | -5.381 | -183% |
Front Load | N/A | 5% | - |
Min. Initial Investment | 0 | 1000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.4B | 6.23B | 22% |
Annual Yield % from dividends | 2.67 | 0.24 | 1,134% |
Returns for 1 year | -5.32 | -17.07 | 31% |
Returns for 3 years | 18.58 | -8.02 | -232% |
Returns for 5 years | -8.33 | -15.88 | 52% |
Returns for 10 years | -10.30 | 4.16 | -248% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
DFCEX | 27.32 | 0.08 | +0.29% |
DFA Emerging Markets Core Equity 2 I | |||
WHGCX | 20.27 | N/A | N/A |
Westwood Quality SmallCap Fund C | |||
JGSMX | 22.32 | -0.02 | -0.09% |
JPMorgan Small Cap Growth R6 | |||
LCBDX | 24.97 | -0.05 | -0.20% |
ClearBridge Tactical Dividend Income IS | |||
TSPFX | 5.89 | -0.02 | -0.34% |
Transamerica Small Cap Growth R4 |