| CWSAX | VSGIX | CWSAX / VSGIX | |
| Total Expense Ratio | 1.25 | 0.05 | 2,500% |
| Annual Report Gross Expense Ratio | 2.05 | 0.05 | 4,100% |
| Fund Existence | 2 years | 26 years | - |
| Gain YTD | 28.013 | 19.149 | 146% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193M | 43.9B | 0% |
| Annual Yield % from dividends | 0.04 | 0.45 | 9% |
| Returns for 1 year | 45.54 | 29.43 | 155% |
| Returns for 3 years | N/A | 58.50 | - |
| Returns for 5 years | N/A | 27.39 | - |
| Returns for 10 years | N/A | 179.87 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JGRTX | 145.43 | 0.45 | +0.31% |
| Janus Henderson Enterprise S | |||
| BMSRX | 17.75 | N/A | N/A |
| MFS Blended Research Mid Cap Eq R1 | |||
| HFDRX | 22.12 | N/A | N/A |
| Hartford Schroders US MidCap Opps R3 | |||
| USPCX | 35.39 | -0.05 | -0.14% |
| Union Street Partners Value C | |||
| FCUDX | 21.19 | -0.12 | -0.56% |
| NYLI PineStone U.S. Equity Class R6 | |||