SJCAX | VSMPX | SJCAX / VSMPX | |
Total Expense Ratio | 1.00 | 0.02 | 5,000% |
Annual Report Gross Expense Ratio | 1.22 | 0.02 | 6,100% |
Fund Existence | 4 years | 10 years | - |
Gain YTD | 4.346 | 8.298 | 52% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 100000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 175M | 1.91T | 0% |
Annual Yield % from dividends | 0.38 | 1.22 | 31% |
Returns for 1 year | 14.82 | 17.76 | 83% |
Returns for 3 years | 58.95 | 60.67 | 97% |
Returns for 5 years | N/A | 93.61 | - |
Returns for 10 years | N/A | 192.09 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
VFAIX | 65.29 | 0.45 | +0.69% |
Vanguard Financials Index Admiral | |||
NBREX | 26.93 | 0.16 | +0.60% |
Neuberger Berman M/C Intrinsic Val Tr | |||
IVGTX | 14.08 | 0.07 | +0.50% |
VY® Morgan Stanley Global Franchise S | |||
SAIFX | 41.00 | 0.10 | +0.24% |
ClearBridge Large Cap Value I | |||
NFALX | 35.41 | 0.08 | +0.23% |
Neuberger Berman Focus I |