| IUERX | VGTSX | IUERX / VGTSX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.50 | 0.17 | 882% |
| Fund Existence | 15 years | 30 years | - |
| Gain YTD | 12.222 | 12.487 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 650B | 0% |
| Annual Yield % from dividends | 1.87 | 2.48 | 76% |
| Returns for 1 year | 20.33 | 24.88 | 82% |
| Returns for 3 years | 47.06 | 51.05 | 92% |
| Returns for 5 years | 27.85 | 36.53 | 76% |
| Returns for 10 years | 112.31 | 98.77 | 114% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TEEFX | 91.05 | 0.78 | +0.86% |
| T. Rowe Price Tax-Efficient Equity I | |||
| DHLTX | 27.13 | 0.20 | +0.74% |
| Diamond Hill Select I | |||
| HOOTX | 34.01 | 0.23 | +0.68% |
| Hartford Schroders US Small Cap Opps R5 | |||
| BALCX | 40.03 | 0.07 | +0.18% |
| American Funds American Balanced C | |||
| JIEZX | 23.64 | -0.16 | -0.67% |
| JPMorgan International Equity R2 | |||