HWSAX | VSIAX | HWSAX / VSIAX | |
Total Expense Ratio | 1.20 | 0.07 | 1,714% |
Annual Report Gross Expense Ratio | 1.20 | 0.07 | 1,714% |
Fund Existence | 25 years | 14 years | - |
Gain YTD | -5.595 | -4.304 | 130% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 729M | 54B | 1% |
Annual Yield % from dividends | 0.88 | 2.23 | 40% |
Returns for 1 year | -7.01 | 3.83 | -183% |
Returns for 3 years | 1.76 | 26.16 | 7% |
Returns for 5 years | 85.42 | 80.63 | 106% |
Returns for 10 years | 14.29 | 80.44 | 18% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
JHTCX | 19.17 | -0.11 | -0.57% |
JPMorgan Hedged Equity 3 C | |||
LADIX | 24.19 | -0.22 | -0.90% |
ClearBridge Tactical Dividend Income I | |||
FCEUX | 17.36 | -0.20 | -1.14% |
Franklin U.S. Core Equity Advisor | |||
EGWRX | 17.45 | -0.23 | -1.30% |
Allspring Discovery Small Cap Gr R6 | |||
TRJZX | 107.80 | -1.59 | -1.45% |
T. Rowe Price Growth Stock Z |