| NRGEX | WIGRX | NRGEX / WIGRX | |
| Total Expense Ratio | 0.02 | 1.05 | 2% |
| Annual Report Gross Expense Ratio | 0.68 | 1.06 | 64% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 5.513 | 1.709 | 323% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.44B | 3.43B | 246% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | -12.11 | -19.77 | 61% |
| Returns for 3 years | -4.30 | -1.04 | 415% |
| Returns for 5 years | N/A | -21.56 | - |
| Returns for 10 years | N/A | 65.75 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VGYAX | 30.01 | 0.05 | +0.17% |
| Vanguard Global Wellesley Income Admiral | |||
| WSEFX | 37.23 | N/A | N/A |
| Boston Trust Walden Equity | |||
| DTSGX | 18.94 | -0.03 | -0.16% |
| Wilshire Small Company Growth Invmt | |||
| LGGAX | 69.80 | -0.44 | -0.63% |
| ClearBridge International Growth A | |||
| MSXAX | 73.37 | -0.63 | -0.85% |
| NYLI S&P 500 Index Class A | |||