| FFANX | HBLRX | FFANX / HBLRX | |
| Total Expense Ratio | 0.51 | 1.28 | 40% |
| Annual Report Gross Expense Ratio | 0.53 | 1.28 | 41% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 2.132 | 1.981 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.66B | 11.6B | 23% |
| Annual Yield % from dividends | 2.59 | 2.82 | 92% |
| Returns for 1 year | 12.54 | 5.70 | 220% |
| Returns for 3 years | 29.92 | 14.29 | 209% |
| Returns for 5 years | 20.55 | 8.92 | 231% |
| Returns for 10 years | 71.95 | 47.10 | 153% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SIVIX | 15.50 | -0.02 | -0.13% |
| State Street Instl Small-Cap Equity Inv | |||
| FBAFX | 38.42 | -0.16 | -0.41% |
| American Funds American Balanced 529-F-2 | |||
| PCAOX | 83.52 | -0.61 | -0.73% |
| Principal Capital Appreciation R3 | |||
| DLQAX | 11.94 | -0.09 | -0.75% |
| BNY Mellon Large Cap Equity A | |||
| TFFIX | 85.36 | -1.00 | -1.16% |
| Touchstone Focused Instl | |||