| HWSZX | VSIAX | HWSZX / VSIAX | |
| Total Expense Ratio | 0.89 | 0.07 | 1,271% |
| Annual Report Gross Expense Ratio | 0.89 | 0.07 | 1,271% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 15.344 | 11.927 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 65.5B | 1% |
| Annual Yield % from dividends | 1.05 | 1.76 | 60% |
| Returns for 1 year | 24.02 | 25.55 | 94% |
| Returns for 3 years | 27.66 | 46.67 | 59% |
| Returns for 5 years | 34.24 | 43.09 | 79% |
| Returns for 10 years | N/A | 137.23 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PALRX | 19.38 | -0.12 | -0.62% |
| PGIM Balanced R | |||
| TIBGX | 38.07 | -0.25 | -0.65% |
| Thornburg Investment Income Builder R4 | |||
| VGWAX | 37.64 | -0.34 | -0.90% |
| Vanguard Global Wellington Admiral | |||
| USPFX | 35.27 | -0.66 | -1.84% |
| Union Street Partners Value Advisor | |||
| HWLAX | 47.29 | -0.99 | -2.05% |
| Hotchkis & Wiley Large Cap Fdml Value A | |||