| HSWRX | VTMNX | HSWRX / VTMNX | |
| Total Expense Ratio | 1.39 | 0.03 | 4,633% |
| Annual Report Gross Expense Ratio | 1.39 | 0.03 | 4,633% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 2.608 | 6.770 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.91B | 269B | 4% |
| Annual Yield % from dividends | 2.22 | 3.04 | 73% |
| Returns for 1 year | 24.06 | 35.86 | 67% |
| Returns for 3 years | 45.49 | 48.69 | 93% |
| Returns for 5 years | 36.49 | 42.07 | 87% |
| Returns for 10 years | N/A | 109.64 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RIDAX | 26.95 | 0.09 | +0.34% |
| American Funds Income Fund of Amer R1 | |||
| FNSTX | 17.20 | N/A | N/A |
| Fidelity Infrastructure | |||
| SPICX | 68.90 | -0.59 | -0.85% |
| Invesco S&P 500 Index C | |||
| BPAIX | 33.24 | -0.34 | -1.01% |
| Boston Partners All Cap Value Instl | |||
| ADRRX | 19.15 | -0.41 | -2.10% |
| American Century Disciplined Growth R | |||