MRGKX | VTSMX | MRGKX / VTSMX | |
Total Expense Ratio | 0.56 | 0.14 | 400% |
Annual Report Gross Expense Ratio | 0.57 | 0.14 | 407% |
Fund Existence | 12 years | 33 years | - |
Gain YTD | 1.239 | 1.320 | 94% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 3000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 6.36B | 1.82T | 0% |
Annual Yield % from dividends | 0.74 | 1.18 | 62% |
Returns for 1 year | 1.43 | 9.37 | 15% |
Returns for 3 years | 37.76 | 56.46 | 67% |
Returns for 5 years | 56.53 | 87.48 | 65% |
Returns for 10 years | 89.68 | 174.96 | 51% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
LYRBX | 27.69 | 0.02 | +0.07% |
Lyrical US Value Equity Investor | |||
PLVJX | 18.77 | 0.01 | +0.05% |
Principal Large Cap Value III J | |||
FQTEX | 12.88 | -0.03 | -0.23% |
Franklin Templeton SMACS: Series E Adv | |||
SMCWX | 69.61 | -0.22 | -0.32% |
American Funds SMALLCAP World A | |||
DCSVX | 10.67 | -0.04 | -0.37% |
Dunham Small Cap Value C |