| FIRIX | VGRLX | FIRIX / VGRLX | |
| Total Expense Ratio | 0.90 | 0.12 | 750% |
| Annual Report Gross Expense Ratio | 0.90 | 0.12 | 750% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 3.799 | 5.171 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 3.86B | 9% |
| Annual Yield % from dividends | 2.87 | 4.49 | 64% |
| Returns for 1 year | 25.69 | 25.58 | 100% |
| Returns for 3 years | 11.82 | 21.33 | 55% |
| Returns for 5 years | -5.88 | 6.45 | -91% |
| Returns for 10 years | 41.09 | 41.00 | 100% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PEQCX | 40.38 | 0.25 | +0.62% |
| Putnam Large Cap Value C | |||
| GSRCX | 11.39 | -0.08 | -0.70% |
| Goldman Sachs Rising Dividend Gr C | |||
| MDLRX | 22.94 | -0.20 | -0.86% |
| BlackRock Advantage Large Cap Core Inv A | |||
| TSCPX | 12.38 | -0.12 | -0.96% |
| AMG TimesSquare Small Cap Growth N | |||
| LYRBX | 28.09 | -0.74 | -2.57% |
| Lyrical US Value Equity Investor | |||