| FINVX | SVXFX | FINVX / SVXFX | |
| Total Expense Ratio | 0.01 | 1.15 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.16 | 1% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 31.124 | 36.665 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 202M | 8,069% |
| Annual Yield % from dividends | 3.34 | 1.91 | 175% |
| Returns for 1 year | 30.61 | 38.01 | 81% |
| Returns for 3 years | 67.96 | 65.23 | 104% |
| Returns for 5 years | 83.96 | N/A | - |
| Returns for 10 years | 103.18 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EOD | 5.91 | 0.05 | +0.85% |
| Allspring Global Dividend Opportunity Fund | |||
| ITDD | 35.52 | 0.03 | +0.08% |
| iShares LifePath Target Date 2040 ETF | |||
| SYSB | 89.90 | 0.06 | +0.07% |
| iShares Systematic Bond ETF | |||
| CLOA | 51.71 | 0.03 | +0.06% |
| iShares AAA CLO Active ETF | |||
| SCUS | 25.17 | N/A | +0.02% |
| Schwab Ultra-Short Income ETF | |||