| AWSHX | VYCBX | AWSHX / VYCBX | |
| Total Expense Ratio | 0.55 | 1.37 | 40% |
| Annual Report Gross Expense Ratio | 0.55 | 1.62 | 34% |
| Fund Existence | 74 years | 18 years | - |
| Gain YTD | 4.890 | 10.987 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 1.39B | 15,744% |
| Annual Yield % from dividends | 1.20 | 0.57 | 213% |
| Returns for 1 year | 6.76 | 11.93 | 57% |
| Returns for 3 years | 27.11 | 37.00 | 73% |
| Returns for 5 years | 27.56 | 31.17 | 88% |
| Returns for 10 years | 78.71 | 72.39 | 109% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CNWAX | 104.94 | 2.03 | +1.97% |
| American Funds New World 529-A | |||
| FEAIX | 33.59 | 0.40 | +1.21% |
| First Eagle Rising Dividend Fund I | |||
| SEHAX | 18.24 | 0.08 | +0.44% |
| SEI US Equity Factor Allocation A (SIIT) | |||
| ETEGX | 14.53 | 0.04 | +0.28% |
| Eaton Vance Small-Cap A | |||
| JDSAX | 27.62 | N/A | N/A |
| Janus Henderson Small Cap Value A | |||