HSWFX | VTIAX | HSWFX / VTIAX | |
Total Expense Ratio | 0.69 | 0.09 | 767% |
Annual Report Gross Expense Ratio | 0.69 | 0.09 | 767% |
Fund Existence | 8 years | 15 years | - |
Gain YTD | 15.864 | 15.244 | 104% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 3000 | 33,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 8.31B | 493B | 2% |
Annual Yield % from dividends | 1.30 | 2.88 | 45% |
Returns for 1 year | 15.81 | 12.69 | 125% |
Returns for 3 years | 53.78 | 34.11 | 158% |
Returns for 5 years | 71.01 | 44.24 | 161% |
Returns for 10 years | N/A | 44.64 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
RIREX | 75.16 | -0.54 | -0.71% |
American Funds Capital Income Bldr R4 | |||
GRGRX | 46.60 | -0.42 | -0.89% |
Goldman Sachs Equity Income R | |||
BRXTX | 15.34 | -0.17 | -1.10% |
MFS Blended Research Intl Eq R3 | |||
MIIOX | 28.60 | -0.39 | -1.35% |
Marsico International Opportunities Inst | |||
CIPIX | 23.85 | -0.44 | -1.81% |
Champlain Mid Cap Institutional |