| FINVX | JPVZX | FINVX / JPVZX | |
| Total Expense Ratio | 0.01 | 1.30 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.60 | 1% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 2.372 | 3.035 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 2.65B | 623% |
| Annual Yield % from dividends | 4.35 | 2.53 | 172% |
| Returns for 1 year | 40.24 | 52.64 | 76% |
| Returns for 3 years | 68.63 | 83.96 | 82% |
| Returns for 5 years | 88.51 | 100.66 | 88% |
| Returns for 10 years | 140.02 | 146.78 | 95% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VKSFX | 10.62 | 0.06 | +0.57% |
| Virtus KAR Small-Mid Cap Value I | |||
| PGRUX | 9.75 | 0.03 | +0.31% |
| Principal Global Real Estate Sec R5 | |||
| ESCWX | 11.69 | 0.02 | +0.17% |
| Embark Small Cap Equity Institutional | |||
| FGSKX | 56.35 | -0.41 | -0.72% |
| Federated Hermes MDT Mid Cap Growth R6 | |||
| LFGTX | 42.39 | -0.74 | -1.72% |
| Lord Abbett Focused Growth R5 | |||