| IVVYX | VTSNX | IVVYX / VTSNX | |
| Total Expense Ratio | 1.02 | 0.06 | 1,700% |
| Annual Report Gross Expense Ratio | 1.30 | 0.06 | 2,167% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 9.227 | 15.253 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 652B | 0% |
| Annual Yield % from dividends | 1.04 | 2.65 | 39% |
| Returns for 1 year | 4.86 | 29.79 | 16% |
| Returns for 3 years | 29.00 | 53.56 | 54% |
| Returns for 5 years | 25.37 | 39.48 | 64% |
| Returns for 10 years | 73.36 | 109.47 | 67% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FWIFX | 44.44 | 0.85 | +1.95% |
| Fidelity Advisor Worldwide I | |||
| MXERX | 6.82 | 0.12 | +1.79% |
| Empower S&P SmallCap 600® Index Instl | |||
| ADCYX | 24.66 | 0.29 | +1.19% |
| American Century Disciplined Growth Y | |||
| PRWCX | 37.40 | 0.26 | +0.70% |
| T. Rowe Price Capital Appreciation | |||
| SCJKX | 8.00 | 0.05 | +0.63% |
| Steward Covered Call Income R6 | |||