| FWCBX | HDCVX | FWCBX / HDCVX | |
| Total Expense Ratio | 0.31 | 1.84 | 17% |
| Annual Report Gross Expense Ratio | 0.31 | 2.10 | 15% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 10.614 | 18.478 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 312M | 41,026% |
| Annual Yield % from dividends | 2.93 | 1.24 | 236% |
| Returns for 1 year | 13.53 | 21.27 | 64% |
| Returns for 3 years | 42.54 | 56.11 | 76% |
| Returns for 5 years | 46.27 | 57.00 | 81% |
| Returns for 10 years | N/A | 116.44 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GBLAX | 42.66 | 0.19 | +0.45% |
| American Funds Global Balanced A | |||
| HRTVX | 63.07 | 0.13 | +0.21% |
| Heartland Value Investor | |||
| IPSIX | 25.99 | -0.03 | -0.12% |
| Voya Index Plus SmallCap Port I | |||
| CSCRX | 40.07 | -0.07 | -0.17% |
| Columbia Small Cap Growth Inst2 | |||
| TEPIX | 59.59 | -0.20 | -0.33% |
| ProFunds Technology UltraSector Inv | |||