| IOLZX | VEMPX | IOLZX / VEMPX | |
| Total Expense Ratio | 1.16 | 0.04 | 3,314% |
| Annual Report Gross Expense Ratio | 1.16 | 0.04 | 3,314% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 30.881 | 15.441 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.5M | 93.7B | 0% |
| Annual Yield % from dividends | 0.73 | 1.03 | 70% |
| Returns for 1 year | 41.69 | 29.51 | 141% |
| Returns for 3 years | 39.79 | 69.53 | 57% |
| Returns for 5 years | -6.88 | 30.48 | -23% |
| Returns for 10 years | 113.26 | 199.88 | 57% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| APDJX | 19.91 | 0.10 | +0.50% |
| Artisan International Small-Mid Advisor | |||
| VFAIX | 65.86 | N/A | N/A |
| Vanguard Financials Index Admiral | |||
| EDIIX | 12.54 | N/A | N/A |
| Eaton Vance Global Income Builder I | |||
| HDCAX | 11.70 | N/A | N/A |
| Rational Equity Armor Fund A | |||
| SSIAX | 34.88 | N/A | N/A |
| 1919 Socially Responsive Balanced A | |||