| CVLEX | VIVAX | CVLEX / VIVAX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 2.71 | 0.17 | 1,594% |
| Fund Existence | 14 years | 34 years | - |
| Gain YTD | 19.705 | 15.121 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.8M | 254B | 0% |
| Annual Yield % from dividends | 1.25 | 1.74 | 72% |
| Returns for 1 year | 28.32 | 24.27 | 117% |
| Returns for 3 years | 39.01 | 50.22 | 78% |
| Returns for 5 years | 23.80 | 58.84 | 40% |
| Returns for 10 years | 57.20 | 154.96 | 37% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WPCSX | 42.65 | 0.77 | +1.84% |
| AB Concentrated Growth C | |||
| RRBGX | 183.50 | 2.77 | +1.53% |
| T. Rowe Price Blue Chip Growth R | |||
| CMNWX | 89.51 | 0.38 | +0.43% |
| Principal Capital Appreciation A | |||
| SMVFX | 12.47 | 0.03 | +0.24% |
| Virtus Ceredex Mid-Cap Value Equity C | |||
| KMDIX | 34.76 | N/A | N/A |
| Keeley Gabelli Mid Cap Dividend I | |||