| SEVSX | VMVAX | SEVSX / VMVAX | |
| Total Expense Ratio | 1.95 | 0.07 | 2,786% |
| Annual Report Gross Expense Ratio | 1.98 | 0.07 | 2,829% |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | -3.455 | 11.046 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 32.6B | 1% |
| Annual Yield % from dividends | 0.17 | 2.14 | 8% |
| Returns for 1 year | -4.80 | 9.63 | -50% |
| Returns for 3 years | -6.86 | 32.97 | -21% |
| Returns for 5 years | -7.21 | 54.00 | -13% |
| Returns for 10 years | -2.80 | 109.34 | -3% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ATWCX | 25.81 | 0.04 | +0.16% |
| AB Tax-Managed Wealth Apprec Strat C | |||
| FLPSX | 41.60 | N/A | N/A |
| Fidelity Low-Priced Stock | |||
| LSCRX | 23.08 | -0.01 | -0.04% |
| Loomis Sayles Small Cap Value Retail | |||
| CGOAX | 30.53 | -0.15 | -0.49% |
| Columbia Small Cap Growth A | |||
| ALSRX | 17.98 | -0.13 | -0.72% |
| Alger Small Cap Growth Institutional I | |||