| PHRAX | VRTPX | PHRAX / VRTPX | |
| Total Expense Ratio | 1.24 | 0.08 | 1,550% |
| Annual Report Gross Expense Ratio | 1.35 | 0.08 | 1,688% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 20.093 | 13.900 | 145% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 367M | 10.7B | 3% |
| Annual Yield % from dividends | 1.79 | 3.52 | 51% |
| Returns for 1 year | 18.08 | 15.21 | 119% |
| Returns for 3 years | 14.14 | 30.89 | 46% |
| Returns for 5 years | -10.56 | 12.24 | -86% |
| Returns for 10 years | -34.90 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PIEJX | 38.57 | 0.78 | +2.06% |
| Principal Glb Emerging Markets J | |||
| ODMCX | 10.32 | 0.05 | +0.49% |
| JPMorgan SMID Cap Equity C | |||
| RTSAX | 47.52 | 0.05 | +0.11% |
| Russell Inv Tax-Managed US Mid&Sm Cap A | |||
| MFQTX | 16.90 | -0.02 | -0.12% |
| AMG Veritas Global Focus I | |||
| VGYAX | 30.34 | -0.09 | -0.30% |
| Vanguard Global Wellesley Income Admiral | |||