| FSWFX | IVEIX | FSWFX / IVEIX | |
| Total Expense Ratio | 0.76 | 0.99 | 77% |
| Annual Report Gross Expense Ratio | 0.76 | 1.25 | 61% |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | 10.510 | 16.667 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3B | 128M | 73,672% |
| Annual Yield % from dividends | 0.84 | 0.89 | 95% |
| Returns for 1 year | 13.09 | 33.64 | 39% |
| Returns for 3 years | 28.58 | 32.01 | 89% |
| Returns for 5 years | -5.48 | 115.07 | -5% |
| Returns for 10 years | N/A | 20.11 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FEFAX | 31.43 | 0.37 | +1.19% |
| First Eagle Rising Dividend Fund A | |||
| FDGRX | 55.41 | 0.41 | +0.75% |
| Fidelity Growth Company Fund | |||
| SEHAX | 18.24 | 0.08 | +0.44% |
| SEI US Equity Factor Allocation A (SIIT) | |||
| WCERX | 10.27 | 0.02 | +0.20% |
| Virtus Westchester Event-Driven Fd A | |||
| JISCX | 27.00 | N/A | N/A |
| Janus Henderson Small Cap Value S | |||