| ERSGX | VEXRX | ERSGX / VEXRX | |
| Total Expense Ratio | 1.46 | 0.28 | 521% |
| Annual Report Gross Expense Ratio | 1.64 | 0.28 | 586% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 3.871 | 14.959 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 22.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | -5.92 | 19.85 | -30% |
| Returns for 3 years | -0.07 | 28.84 | -0% |
| Returns for 5 years | -16.24 | -6.17 | 263% |
| Returns for 10 years | 8.79 | 63.67 | 14% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FCVSX | 44.54 | -0.13 | -0.29% |
| Fidelity Convertible Securities | |||
| EAAAX | 18.43 | -0.16 | -0.86% |
| Gabelli Entpr Mergers & Acquisitions AAA | |||
| SESLX | 34.09 | -0.35 | -1.02% |
| 1919 Socially Responsive Balanced C | |||
| JIIGX | 84.19 | -0.93 | -1.09% |
| JPMorgan US Sustainable Leaders R6 | |||
| OEICX | 109.89 | -1.36 | -1.22% |
| JPMorgan Equity Index C | |||