| FINVX | TRWAX | FINVX / TRWAX | |
| Total Expense Ratio | 0.01 | 1.25 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.75 | 1% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 40.268 | 28.728 | 140% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 4.58B | 351% |
| Annual Yield % from dividends | 3.39 | 1.82 | 186% |
| Returns for 1 year | 36.74 | 26.92 | 136% |
| Returns for 3 years | 85.85 | 53.90 | 159% |
| Returns for 5 years | 112.71 | 57.43 | 196% |
| Returns for 10 years | 122.41 | 72.94 | 168% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LEOOX | 9.35 | N/A | N/A |
| Lazard Enhanced Opportunities Open | |||
| MLRSX | 14.22 | -0.02 | -0.14% |
| NYLI Winslow Large Cap Growth Class R6 | |||
| OPMYX | 35.71 | -0.08 | -0.22% |
| Invesco Main Street Mid Cap Y | |||
| JERIX | 12.33 | -0.04 | -0.32% |
| Janus Henderson Global Real Estate I | |||
| AOFIX | 21.34 | -0.10 | -0.47% |
| Alger Small Cap Focus I | |||