| CVISX | QUSOX | CVISX / QUSOX | |
| Total Expense Ratio | 1.35 | 1.42 | 95% |
| Annual Report Gross Expense Ratio | 1.40 | 1.52 | 92% |
| Fund Existence | 12 years | 18 years | - |
| Gain YTD | 16.211 | 6.964 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 622M | 58% |
| Annual Yield % from dividends | 3.66 | 2.36 | 155% |
| Returns for 1 year | 14.22 | 10.19 | 139% |
| Returns for 3 years | 51.08 | 38.64 | 132% |
| Returns for 5 years | 62.91 | 26.87 | 234% |
| Returns for 10 years | 132.79 | 102.36 | 130% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BACIX | 19.13 | 0.14 | +0.74% |
| BlackRock Energy Opportunities Instl | |||
| TQVAX | 22.72 | 0.13 | +0.58% |
| T. Rowe Price Integrated US LCV Eq Adv | |||
| WCMIX | 28.05 | 0.15 | +0.54% |
| WCM Focused International Growth Instl | |||
| PAADX | 18.03 | 0.01 | +0.06% |
| Franklin Dynamic Asset Allocation Bal R5 | |||
| MCRTX | 53.39 | -1.30 | -2.38% |
| Morgan Stanley Insight R6 | |||