FTUTX | VTCAX | FTUTX / VTCAX | |
Total Expense Ratio | 1.30 | 0.09 | 1,444% |
Annual Report Gross Expense Ratio | 1.30 | 0.09 | 1,444% |
Fund Existence | 19 years | 20 years | - |
Gain YTD | 14.336 | 10.421 | 138% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 0 | 100000 | - |
Min. Initial Investment IRA | 500 | N/A | - |
Net Assets | 271M | 4.94B | 5% |
Annual Yield % from dividends | 1.54 | 1.02 | 151% |
Returns for 1 year | 35.20 | 23.01 | 153% |
Returns for 3 years | 24.14 | 80.23 | 30% |
Returns for 5 years | 4.41 | 80.53 | 5% |
Returns for 10 years | 8.12 | 99.43 | 8% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
LMBMX | 13.97 | 0.17 | +1.23% |
Franklin U.S. Small Cap Equity IS | |||
CIPIX | 24.92 | 0.30 | +1.22% |
Champlain Mid Cap Institutional | |||
LVOTX | 19.94 | 0.14 | +0.71% |
Lord Abbett Value Opportunities R5 | |||
CVFYX | 16.21 | 0.06 | +0.37% |
Victory Pioneer Disciplined Value Y | |||
RIRFX | 77.02 | 0.26 | +0.34% |
American Funds Capital Income Bldr R5 |