The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| INSLX | WIISX | INSLX / WIISX | |
| Total Expense Ratio | 1.08 | 1.05 | 103% |
| Annual Report Gross Expense Ratio | 1.08 | 1.23 | 88% |
| Fund Existence | 7 years | 21 years | - |
| Gain YTD | 9.427 | 7.203 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 132M | 1,805% |
| Annual Yield % from dividends | 1.64 | 0.60 | 272% |
| Returns for 1 year | -6.50 | 7.47 | -87% |
| Returns for 3 years | -1.07 | 35.71 | -3% |
| Returns for 5 years | -37.57 | -24.93 | 151% |
| Returns for 10 years | N/A | 19.40 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CAFAX | 44.85 | 0.33 | +0.74% |
| American Funds AMCAP 529-A | |||
| MECEX | 15.29 | 0.11 | +0.72% |
| NYLIM Epoch Capital Growth Class C | |||
| GTDIX | 49.78 | N/A | N/A |
| Invesco Emerging Markets ex-China R5 | |||
| TRWAX | 28.78 | N/A | N/A |
| Transamerica International Equity A | |||
| CMJAX | 51.42 | N/A | N/A |
| Calvert US Mid Cap Core Rspnb Idx A | |||