MRGAX | VTSAX | MRGAX / VTSAX | |
Total Expense Ratio | 0.89 | 0.04 | 2,225% |
Annual Report Gross Expense Ratio | 0.90 | 0.04 | 2,250% |
Fund Existence | 30 years | 25 years | - |
Gain YTD | 3.977 | 4.245 | 94% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 6.54B | 1.82T | 0% |
Annual Yield % from dividends | 0.50 | 1.28 | 39% |
Returns for 1 year | 3.23 | 12.22 | 26% |
Returns for 3 years | 36.88 | 58.81 | 63% |
Returns for 5 years | 61.29 | 99.48 | 62% |
Returns for 10 years | 89.91 | 193.21 | 47% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
CSPFX | 72.83 | 0.23 | +0.32% |
American Funds SMALLCAP World 529F | |||
GSPKX | 17.48 | N/A | N/A |
Goldman Sachs US Eq Div and Prem Instl | |||
GMPPX | 37.05 | N/A | N/A |
Goldman Sachs Mid Cap Value P | |||
FQTEX | 13.04 | N/A | N/A |
Franklin Templeton SMACS: Series E Adv | |||
FHEQX | 13.57 | N/A | N/A |
Federated Hermes SDG Engagement Eq A |