PBFDX | VTSMX | PBFDX / VTSMX | |
Total Expense Ratio | 0.81 | 0.14 | 579% |
Annual Report Gross Expense Ratio | 0.81 | 0.14 | 579% |
Fund Existence | 34 years | 33 years | - |
Gain YTD | 1.820 | 1.349 | 135% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 3000 | 67% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 298M | 1.82T | 0% |
Annual Yield % from dividends | 0.29 | 1.18 | 25% |
Returns for 1 year | -1.76 | 10.06 | -17% |
Returns for 3 years | 38.57 | 57.59 | 67% |
Returns for 5 years | 51.18 | 91.36 | 56% |
Returns for 10 years | 121.95 | 178.92 | 68% |
1 Day | |||
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MFs / NAME | Price $ | Chg $ | Chg % |
LCRIX | 22.11 | -0.14 | -0.63% |
Leuthold Core Investment Institutional | |||
REQSX | 22.33 | -0.22 | -0.98% |
Russell Inv Equity Income C | |||
TSGMX | 15.87 | -0.16 | -1.00% |
Transamerica Sustainable Growth Eq R6 | |||
ITHTX | 53.87 | -0.75 | -1.37% |
Hartford Capital Appreciation R5 | |||
MUETX | 35.87 | -0.52 | -1.43% |
MFS Blended Research Core Equity R3 |