FRUAX | SOIUX | FRUAX / SOIUX | |
Total Expense Ratio | 0.56 | 1.29 | 43% |
Annual Report Gross Expense Ratio | 0.56 | 1.68 | 33% |
Fund Existence | 29 years | 3 years | - |
Gain YTD | 13.039 | 14.238 | 92% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 100000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 7.12B | 42M | 16,948% |
Annual Yield % from dividends | 2.29 | 8.11 | 28% |
Returns for 1 year | 13.15 | 20.20 | 65% |
Returns for 3 years | 12.57 | N/A | - |
Returns for 5 years | 35.90 | N/A | - |
Returns for 10 years | 67.40 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
LMBCX | 12.27 | -0.02 | -0.16% |
Franklin U.S. Small Cap Equity C | |||
VWENX | 80.28 | -0.13 | -0.16% |
Vanguard Wellington™ Admiral™ | |||
TBDAX | 20.82 | -0.05 | -0.24% |
PGIM Jennison Diversified Growth A | |||
SWLGX | 16.67 | -0.05 | -0.27% |
Schwab ® US Large-Cap Growth Idx | |||
HMVRX | 17.02 | -0.12 | -0.70% |
Hartford MidCap Value R3 |