CSSPX | TAREX | CSSPX / TAREX | |
Total Expense Ratio | 0.90 | 1.15 | 78% |
Annual Report Gross Expense Ratio | 0.92 | 1.17 | 79% |
Fund Existence | 28 years | 27 years | - |
Gain YTD | 4.781 | 0.386 | 1,240% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 10000 | 1,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.94B | 303M | 641% |
Annual Yield % from dividends | 2.69 | 0.78 | 346% |
Returns for 1 year | 8.52 | 8.32 | 102% |
Returns for 3 years | 6.13 | 7.87 | 78% |
Returns for 5 years | 37.24 | 24.40 | 153% |
Returns for 10 years | 39.59 | -20.62 | -192% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
VALIX | 12.59 | 0.02 | +0.16% |
Value Line Capital Appreciation Investor | |||
SBQUX | 11.70 | N/A | N/A |
AmericaFirst Alpha Trends Factor Class U | |||
PWCIX | 78.59 | -0.07 | -0.09% |
Principal Capital Appreciation Inst | |||
JSMVX | 17.11 | -0.04 | -0.23% |
Jackson Square SMID-Cap Growth Inv | |||
VWYKX | 37.56 | -0.20 | -0.53% |
Voya Small Cap Growth W |