| HWSIX | VISVX | HWSIX / VISVX | |
| Total Expense Ratio | 0.99 | 0.19 | 521% |
| Annual Report Gross Expense Ratio | 1.06 | 0.19 | 558% |
| Fund Existence | 41 years | 28 years | - |
| Gain YTD | 25.585 | 15.731 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 867M | 67.8B | 1% |
| Annual Yield % from dividends | 0.80 | 1.65 | 49% |
| Returns for 1 year | 28.43 | 23.82 | 119% |
| Returns for 3 years | 30.05 | 42.73 | 70% |
| Returns for 5 years | 45.27 | 46.24 | 98% |
| Returns for 10 years | 102.73 | 135.70 | 76% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RGCEX | 17.84 | 0.26 | +1.48% |
| Columbia Select Global Equity C | |||
| STVZX | 11.24 | 0.07 | +0.63% |
| Virtus Ceredex Large-Cap Value Equity R6 | |||
| GAOTX | 21.46 | 0.09 | +0.42% |
| JPMorgan Global Allocation R3 | |||
| LBRIX | 31.29 | 0.01 | +0.03% |
| ClearBridge Dividend Strategy FI | |||
| CAMMX | 19.69 | -0.08 | -0.40% |
| Cambiar SMID Investor | |||