| FWOEX | VTSAX | FWOEX / VTSAX | |
| Total Expense Ratio | 1.23 | 0.04 | 3,075% |
| Annual Report Gross Expense Ratio | 1.23 | 0.04 | 3,075% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 14.599 | 17.358 | 84% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 2.06T | 0% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 8.30 | 12.69 | 65% |
| Returns for 3 years | 48.36 | 70.82 | 68% |
| Returns for 5 years | 47.80 | 79.34 | 60% |
| Returns for 10 years | N/A | 241.23 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SHPAX | 21.01 | 0.20 | +0.96% |
| Saratoga Health & Biotechnology A | |||
| HNISX | 16.82 | 0.09 | +0.54% |
| Harbor International Small Cap Retire | |||
| JFCIX | 40.85 | 0.08 | +0.20% |
| JHancock Fundamental All Cap Core I | |||
| FSOAX | 46.81 | N/A | N/A |
| Fidelity Advisor Value Strategies A | |||
| OEGYX | 34.24 | -2.20 | -6.04% |
| Invesco Discovery Mid Cap Growth Y | |||