| CWVCX | RERBX | CWVCX / RERBX | |
| Total Expense Ratio | 1.89 | 1.57 | 120% |
| Annual Report Gross Expense Ratio | 1.96 | 1.57 | 125% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 9.831 | 3.053 | 322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 141B | 1% |
| Annual Yield % from dividends | 0.47 | 2.26 | 21% |
| Returns for 1 year | 13.71 | 6.48 | 211% |
| Returns for 3 years | 24.96 | 14.24 | 175% |
| Returns for 5 years | 6.40 | -7.80 | -82% |
| Returns for 10 years | 84.44 | 37.55 | 225% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SICWX | 87.55 | 1.45 | +1.68% |
| Touchstone Large Cap Focused Y | |||
| PAVLX | 55.45 | 0.25 | +0.45% |
| T. Rowe Price Value Adv | |||
| VVERX | 8.88 | 0.04 | +0.45% |
| Virtus Ceredex Small-Cap Value Eq R6 | |||
| GLRBX | 25.11 | 0.09 | +0.36% |
| James Balanced: Golden Rainbow R | |||
| GISYX | 19.73 | 0.07 | +0.36% |
| Grandeur Peak Intl Stalwarts Instl | |||