JLCWX | VTSMX | JLCWX / VTSMX | |
Total Expense Ratio | 0.66 | 0.14 | 471% |
Annual Report Gross Expense Ratio | 0.67 | 0.14 | 479% |
Fund Existence | 14 years | 33 years | - |
Gain YTD | 3.083 | 6.421 | 48% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 3000 | 33,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 5.97B | 1.82T | 0% |
Annual Yield % from dividends | 0.59 | 1.12 | 53% |
Returns for 1 year | -0.84 | 13.89 | -6% |
Returns for 3 years | 28.09 | 62.08 | 45% |
Returns for 5 years | 45.89 | 95.59 | 48% |
Returns for 10 years | 76.63 | 198.05 | 39% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
APGRX | 20.83 | 0.23 | +1.12% |
Yorktown Growth Institutional | |||
BAFFX | 44.07 | 0.40 | +0.92% |
Brown Advisory Flexible Equity Inst | |||
SMDLX | 23.11 | 0.12 | +0.52% |
ClearBridge Tactical Dividend Income C | |||
AVASX | 23.51 | 0.11 | +0.47% |
American Beacon Large Cap Value Adv | |||
OIERX | 25.69 | 0.11 | +0.43% |
JPMorgan Equity Income R5 |