FTABX | VWLTX | FTABX / VWLTX | |
Total Expense Ratio | 0.25 | 0.17 | 147% |
Annual Report Gross Expense Ratio | 0.44 | 0.17 | 259% |
Fund Existence | 24 years | 48 years | - |
Gain YTD | -1.289 | -4.247 | 30% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 25000 | 3000 | 833% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 3.34B | 17.1B | 20% |
Annual Yield % from dividends | 3.15 | 3.61 | 87% |
Returns for 1 year | -0.32 | -5.04 | 6% |
Returns for 3 years | 6.70 | -4.10 | -164% |
Returns for 5 years | 2.48 | -14.08 | -18% |
Returns for 10 years | 24.03 | -9.69 | -248% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
SFSLX | 26.56 | 0.25 | +0.95% |
1919 Financial Services C | |||
TMLCX | 38.00 | 0.26 | +0.69% |
SEI Tax-Managed Large Cap F (SIMT) | |||
LVAEX | 27.54 | 0.19 | +0.69% |
LSV Value Equity Investor | |||
SGIDX | 36.41 | 0.14 | +0.39% |
Steward Global Equity Income Fund A | |||
CWMFX | 64.14 | 0.19 | +0.30% |
American Funds Washington Mutual 529F1 |