LUSIX | VSMAX | LUSIX / VSMAX | |
Total Expense Ratio | 1.04 | 0.05 | 2,080% |
Annual Report Gross Expense Ratio | 1.29 | 0.05 | 2,580% |
Fund Existence | 4 years | 25 years | - |
Gain YTD | -6.099 | -4.364 | 140% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 10000 | 3000 | 333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 46.8M | 148B | 0% |
Annual Yield % from dividends | 0.52 | 1.48 | 35% |
Returns for 1 year | 0.78 | 5.22 | 15% |
Returns for 3 years | 31.29 | 31.37 | 100% |
Returns for 5 years | N/A | 63.38 | - |
Returns for 10 years | N/A | 93.38 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
CWMFX | 61.48 | -0.64 | -1.03% |
American Funds Washington Mutual 529F1 | |||
GGCCX | 92.41 | -1.15 | -1.23% |
Gabelli Growth C | |||
HEOIX | 16.97 | -0.23 | -1.34% |
Hartford Climate Opportunities I | |||
AEDAX | 35.88 | -0.64 | -1.75% |
Invesco EQV European Equity A | |||
FCVCX | 15.16 | -0.31 | -2.00% |
Fidelity Advisor Small Cap Value C |