| FWCBX | HDTVX | FWCBX / HDTVX | |
| Total Expense Ratio | 0.31 | 1.02 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.25 | 25% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 3.590 | 5.127 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 257M | 47,082% |
| Annual Yield % from dividends | 3.05 | 1.79 | 170% |
| Returns for 1 year | 16.48 | 23.51 | 70% |
| Returns for 3 years | 36.26 | 48.32 | 75% |
| Returns for 5 years | 48.63 | 56.60 | 86% |
| Returns for 10 years | N/A | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SOCUX | 21.38 | 0.29 | +1.38% |
| Spirit of America Utilities C | |||
| IASSX | 11.40 | 0.04 | +0.35% |
| VY® American Century Sm-Mid Cp Val S | |||
| RUNTX | 27.25 | 0.04 | +0.15% |
| Russell Inv US Small Cap Equity M | |||
| HBLIX | 14.85 | 0.02 | +0.13% |
| Hartford Balanced Income I | |||
| FMIYX | 36.53 | -0.17 | -0.46% |
| FMI International Institutional | |||