| SWFCX | TRWTX | SWFCX / TRWTX | |
| Total Expense Ratio | 1.86 | 0.76 | 245% |
| Annual Report Gross Expense Ratio | 2.85 | 0.76 | 375% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 45.961 | 28.152 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 4.46B | 3% |
| Annual Yield % from dividends | 2.35 | 2.14 | 110% |
| Returns for 1 year | 32.94 | 24.74 | 133% |
| Returns for 3 years | 54.17 | 48.95 | 111% |
| Returns for 5 years | 27.55 | 51.20 | 54% |
| Returns for 10 years | 23.50 | 78.76 | 30% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DLQIX | 17.13 | N/A | N/A |
| BNY Mellon Large Cap Equity I | |||
| LCRIX | 22.42 | N/A | N/A |
| Leuthold Core Investment Institutional | |||
| WMIDX | 11.10 | N/A | N/A |
| WCM Mid Cap Quality Value Investor | |||
| FDSCX | 42.60 | N/A | N/A |
| Fidelity Stock Selector Small Cap | |||
| IRLNX | 86.68 | N/A | N/A |
| Voya Russell Large Cap Growth Idx Port I | |||