| CLBCX | VWELX | CLBCX / VWELX | |
| Total Expense Ratio | 1.35 | 0.24 | 563% |
| Annual Report Gross Expense Ratio | 1.35 | 0.24 | 563% |
| Fund Existence | 25 years | 97 years | - |
| Gain YTD | 9.840 | 7.148 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 121B | 234% |
| Annual Yield % from dividends | 1.09 | 1.97 | 55% |
| Returns for 1 year | 10.93 | 3.55 | 308% |
| Returns for 3 years | 40.94 | 21.71 | 189% |
| Returns for 5 years | 30.26 | 0.71 | 4,268% |
| Returns for 10 years | 80.98 | 34.97 | 232% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HFCGX | 38.39 | 0.29 | +0.76% |
| Hennessy Cornerstone Growth Investor | |||
| TRSEX | 23.44 | 0.13 | +0.56% |
| Nuveen Quant Small Cap Equity Ret | |||
| NSMRX | 42.13 | 0.19 | +0.45% |
| Nuveen Small/Mid-Cap Value I | |||
| CNWAX | 107.06 | -0.06 | -0.06% |
| American Funds New World 529-A | |||
| AWEIX | 32.54 | -0.09 | -0.28% |
| CIBC Atlas Disciplined Equity Instl | |||