| CDWEX | VEMIX | CDWEX / VEMIX | |
| Total Expense Ratio | 1.39 | 0.09 | 1,544% |
| Annual Report Gross Expense Ratio | 1.39 | 0.09 | 1,544% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 28.506 | 20.355 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 141B | 1% |
| Annual Yield % from dividends | 0.97 | 2.78 | 35% |
| Returns for 1 year | 26.06 | 19.09 | 137% |
| Returns for 3 years | 52.27 | 46.46 | 113% |
| Returns for 5 years | 20.36 | 22.17 | 92% |
| Returns for 10 years | 72.94 | 78.81 | 93% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PQUAX | 12.50 | 0.39 | +3.22% |
| PACE Small/Medium Co Growth Equity A | |||
| REQSX | 23.47 | 0.37 | +1.60% |
| Russell Inv Equity Income C | |||
| DRTHX | 21.20 | 0.22 | +1.05% |
| BNY Mellon Sustainable US Eq Fd Z | |||
| CMNWX | 87.51 | 0.74 | +0.85% |
| Principal Capital Appreciation A | |||
| FMUCX | 15.57 | 0.07 | +0.45% |
| Federated Hermes Muni and Stock Adv C | |||