| INIVX | SGGDX | INIVX / SGGDX | |
| Total Expense Ratio | 1.42 | 1.16 | 122% |
| Annual Report Gross Expense Ratio | 1.42 | 1.16 | 122% |
| Fund Existence | 70 years | 32 years | - |
| Gain YTD | 136.442 | 104.704 | 130% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 4.95B | 28% |
| Annual Yield % from dividends | 3.48 | 2.80 | 124% |
| Returns for 1 year | 128.04 | 96.50 | 133% |
| Returns for 3 years | 208.74 | 150.14 | 139% |
| Returns for 5 years | 113.47 | 111.67 | 102% |
| Returns for 10 years | 526.01 | 387.98 | 136% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RIVLX | 20.82 | 0.19 | +0.92% |
| American Funds International Vntg R-5 | |||
| SECUX | 37.78 | 0.14 | +0.37% |
| NAA Mid Growth A | |||
| BRSPX | 14.48 | 0.04 | +0.28% |
| MFS Blended Research Small Cap Eq R1 | |||
| PRWAX | 85.91 | 0.12 | +0.14% |
| T. Rowe Price All-Cap Opportunities Fund | |||
| GITCX | 17.39 | -0.07 | -0.40% |
| Goldman Sachs Technology Opps C | |||