| AWSHX | PCEQX | AWSHX / PCEQX | |
| Total Expense Ratio | 0.55 | 1.76 | 31% |
| Annual Report Gross Expense Ratio | 0.55 | 1.78 | 31% |
| Fund Existence | 74 years | 31 years | - |
| Gain YTD | 6.463 | 16.931 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 825M | 26,424% |
| Annual Yield % from dividends | 1.20 | 1.21 | 100% |
| Returns for 1 year | 7.27 | 13.81 | 53% |
| Returns for 3 years | 33.24 | -12.86 | -258% |
| Returns for 5 years | 28.09 | -28.92 | -97% |
| Returns for 10 years | 78.89 | -10.23 | -771% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SWSSX | 48.78 | 0.41 | +0.85% |
| Schwab Small Cap Index | |||
| FBSIX | 41.71 | 0.31 | +0.75% |
| Franklin Mutual U.S. Mid Cap Value R6 | |||
| CLVRX | 42.85 | 0.29 | +0.68% |
| Calvert US Large Cap Value Rspnb Idx R6 | |||
| ICFSX | 9.52 | 0.05 | +0.53% |
| ICON Consumer Select Institutional | |||
| WRAIX | 15.13 | 0.07 | +0.46% |
| Wilmington Global Alpha Equities I | |||