The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CALRX | VSCPX | CALRX / VSCPX | |
| Total Expense Ratio | 0.86 | 0.02 | 4,300% |
| Annual Report Gross Expense Ratio | 0.86 | 0.02 | 4,300% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 8.147 | 16.770 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 183B | 1% |
| Annual Yield % from dividends | 0.39 | 1.22 | 32% |
| Returns for 1 year | -9.89 | 19.43 | -51% |
| Returns for 3 years | 3.54 | 49.72 | 7% |
| Returns for 5 years | -9.38 | 34.37 | -27% |
| Returns for 10 years | N/A | 153.04 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SGIDX | 42.68 | N/A | N/A |
| Steward Global Equity Income Fund A | |||
| FMGIX | 13.40 | N/A | N/A |
| MFG Core Infrastructure Institutional | |||
| FGSJX | 70.44 | N/A | N/A |
| Fidelity Advisor Growth Strategies I | |||
| OAKEX | 23.62 | -0.05 | -0.21% |
| Oakmark International Small Cap Investor | |||
| RNNEX | 80.95 | -0.32 | -0.39% |
| American Funds New Economy R-2E | |||