| FWRLX | VTCAX | FWRLX / VTCAX | |
| Total Expense Ratio | 0.71 | 0.09 | 789% |
| Annual Report Gross Expense Ratio | 0.71 | 0.09 | 789% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | -1.084 | 16.561 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 307M | 6.06B | 5% |
| Annual Yield % from dividends | 0.94 | 0.90 | 104% |
| Returns for 1 year | -5.77 | 18.80 | -31% |
| Returns for 3 years | 20.45 | 111.71 | 18% |
| Returns for 5 years | -2.86 | 59.88 | -5% |
| Returns for 10 years | 44.62 | 114.37 | 39% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VTCIX | 170.18 | N/A | N/A |
| Vanguard Tax-Managed Capital App I | |||
| ABPAX | 12.86 | N/A | N/A |
| AB Sustainable Thematic Bal Port A | |||
| CLXRX | 61.90 | -0.51 | -0.82% |
| Columbia Large Cap Index Inst2 | |||
| PICOX | 48.49 | -0.45 | -0.92% |
| Putnam International Small Cap R6 | |||
| PNGAX | 16.73 | -0.17 | -1.01% |
| Putnam International Value A | |||