| SWRLX | TRWTX | SWRLX / TRWTX | |
| Total Expense Ratio | 1.26 | 0.76 | 166% |
| Annual Report Gross Expense Ratio | 1.51 | 0.76 | 199% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 45.099 | 30.645 | 147% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 4.38B | 3% |
| Annual Yield % from dividends | 2.60 | 2.14 | 122% |
| Returns for 1 year | 39.83 | 25.26 | 158% |
| Returns for 3 years | 58.82 | 53.74 | 109% |
| Returns for 5 years | 31.05 | 54.95 | 56% |
| Returns for 10 years | 42.30 | 90.01 | 47% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CMIRX | 9.46 | 0.27 | +2.94% |
| Conestoga Discovery Institutional | |||
| CFIPX | 30.10 | 0.14 | +0.47% |
| Franklin Global Equity A | |||
| FTAWX | 14.42 | N/A | N/A |
| Fidelity Advisor Asset Manager 20% A | |||
| ECCPX | 51.29 | -0.07 | -0.14% |
| Eaton Vance Tax-Managed Multi-Cap Gr C | |||
| MUEVX | 39.60 | -2.70 | -6.38% |
| MFS Blended Research Core Equity R6 | |||