ISCAX | VINEX | ISCAX / VINEX | |
Total Expense Ratio | 1.24 | 0.44 | 282% |
Annual Report Gross Expense Ratio | 1.55 | 0.44 | 352% |
Fund Existence | 30 years | 29 years | - |
Gain YTD | 29.906 | 23.687 | 126% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1500 | 3000 | 50% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 373M | 1.4B | 27% |
Annual Yield % from dividends | 1.39 | 3.52 | 39% |
Returns for 1 year | 25.42 | 12.20 | 208% |
Returns for 3 years | 62.52 | 37.61 | 166% |
Returns for 5 years | 32.22 | 18.37 | 175% |
Returns for 10 years | 35.93 | 18.49 | 194% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
CLBAX | 37.66 | 0.13 | +0.35% |
American Funds American Balanced 529A | |||
MFWHX | 17.99 | N/A | N/A |
MFS Global Total Return R3 | |||
LVAVX | 14.71 | N/A | N/A |
LSV Conservative Value Equity Investor | |||
GLERX | 13.81 | N/A | N/A |
GS Energy Infrastructure Fd R Shares | |||
FIKNX | 21.73 | N/A | N/A |
Fidelity Advisor Small Cap Value Z |