| IFTAX | TRWTX | IFTAX / TRWTX | |
| Total Expense Ratio | 1.25 | 0.76 | 164% |
| Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 34.743 | 23.509 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 4.37B | 8% |
| Annual Yield % from dividends | 3.58 | 2.14 | 167% |
| Returns for 1 year | 34.88 | 23.09 | 151% |
| Returns for 3 years | 63.80 | 48.07 | 133% |
| Returns for 5 years | 67.94 | 44.66 | 152% |
| Returns for 10 years | 54.94 | 73.42 | 75% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SPEGX | 20.68 | 0.01 | +0.05% |
| Alger Responsible Investing A | |||
| PRCFX | 29.40 | 0.01 | +0.03% |
| T. Rowe Price Cap Apprec And Inc | |||
| AVFIX | 23.87 | N/A | N/A |
| American Beacon Small Cp Val R5 | |||
| VSIAX | 92.52 | -0.03 | -0.03% |
| Vanguard Small Cap Value Index Admiral | |||
| BIAUX | 27.23 | -0.03 | -0.11% |
| Brown Advisory Small-Cap Fdmtl Val Inv | |||