| IVRTX | VGSLX | IVRTX / VGSLX | |
| Total Expense Ratio | 1.15 | 0.13 | 885% |
| Annual Report Gross Expense Ratio | 1.41 | 0.13 | 1,085% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 2.101 | 2.735 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 64B | 0% |
| Annual Yield % from dividends | 2.59 | 3.92 | 66% |
| Returns for 1 year | 5.00 | 8.08 | 62% |
| Returns for 3 years | 6.86 | 16.23 | 42% |
| Returns for 5 years | 2.50 | 29.21 | 9% |
| Returns for 10 years | 3.15 | 70.10 | 4% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FTGRX | 31.53 | N/A | N/A |
| Fidelity Advisor Mega Cap Stock M | |||
| FCUPX | 21.01 | -0.03 | -0.14% |
| NYLI PineStone U.S. Equity Class P | |||
| NGISX | 18.53 | -0.03 | -0.16% |
| Nationwide BNY Mellon Dyn US Core I.S | |||
| UIVQX | 13.02 | -0.06 | -0.46% |
| MFS Intrinsic Value R4 | |||
| AFCSX | 19.82 | -0.16 | -0.80% |
| American Century Focused Intl Gr I | |||