| IVIAX | VTSNX | IVIAX / VTSNX | |
| Total Expense Ratio | 1.02 | 0.06 | 1,700% |
| Annual Report Gross Expense Ratio | 1.30 | 0.06 | 2,167% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 7.716 | 12.514 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 650B | 0% |
| Annual Yield % from dividends | 1.05 | 2.58 | 41% |
| Returns for 1 year | 2.40 | 24.91 | 10% |
| Returns for 3 years | 27.61 | 51.19 | 54% |
| Returns for 5 years | 23.89 | 36.76 | 65% |
| Returns for 10 years | 67.09 | 99.34 | 68% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MALRX | 26.48 | 0.16 | +0.61% |
| BlackRock Advantage Large Cap Core Instl | |||
| TIEIX | 51.73 | 0.29 | +0.56% |
| Nuveen Equity Index R6 | |||
| SCJCX | 7.79 | 0.04 | +0.52% |
| Steward Covered Call Income C | |||
| CSHAX | 12.86 | 0.06 | +0.49% |
| NYLI Cushing® MLP Premier Class A | |||
| SGISX | 42.06 | 0.11 | +0.26% |
| Steward Global Equity Income Fund I | |||