ORSIX | VSMAX | ORSIX / VSMAX | |
Total Expense Ratio | 0.99 | 0.05 | 1,980% |
Annual Report Gross Expense Ratio | 1.18 | 0.05 | 2,360% |
Fund Existence | 10 years | 25 years | - |
Gain YTD | 1.459 | 2.587 | 56% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 3000 | 33,333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 539M | 154B | 0% |
Annual Yield % from dividends | 0.14 | 1.37 | 10% |
Returns for 1 year | -1.03 | 8.03 | -13% |
Returns for 3 years | 34.61 | 24.10 | 144% |
Returns for 5 years | 18.12 | 59.34 | 31% |
Returns for 10 years | N/A | 125.03 | - |
1 Day | |||
---|---|---|---|
ETFs / NAME | Price $ | Chg $ | Chg % |
FNDX | 25.38 | 0.06 | +0.24% |
Schwab Fundamental U.S. Large CompanyETF | |||
IBIF | 26.32 | 0.01 | +0.04% |
iShares iBonds Oct 2029 Term Tips ETF | |||
EDGE | 41.59 | N/A | N/A |
MRBL Enhanced Equity ETF | |||
PLDR | 34.63 | -0.21 | -0.60% |
Putnam Sustainable Leaders ETF | |||
SRV | 42.69 | -0.60 | -1.39% |
NXG Cushing Midstream Energy Fund |