| OALVX | VIVIX | OALVX / VIVIX | |
| Total Expense Ratio | 1.17 | 0.03 | 3,900% |
| Annual Report Gross Expense Ratio | 1.17 | 0.03 | 3,900% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 12.729 | 15.125 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 254B | 1% |
| Annual Yield % from dividends | 0.70 | 1.86 | 37% |
| Returns for 1 year | 13.92 | 24.28 | 57% |
| Returns for 3 years | 15.32 | 50.26 | 30% |
| Returns for 5 years | 10.43 | 58.89 | 18% |
| Returns for 10 years | 54.49 | 154.95 | 35% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WPSIX | 50.46 | 0.91 | +1.84% |
| AB Concentrated Growth I | |||
| PABGX | 198.35 | 3.00 | +1.54% |
| T. Rowe Price Blue Chip Growth Advisor | |||
| PCAQX | 92.01 | 0.39 | +0.43% |
| Principal Capital Appreciation R5 | |||
| SAMVX | 13.17 | 0.03 | +0.23% |
| Virtus Ceredex Mid-Cap Value Equity A | |||
| KMDVX | 34.84 | -0.01 | -0.03% |
| Keeley Gabelli Mid Cap Dividend A | |||