| RTDRX | VITSX | RTDRX / VITSX | |
| Total Expense Ratio | 0.47 | 0.03 | 1,567% |
| Annual Report Gross Expense Ratio | 0.49 | 0.03 | 1,633% |
| Fund Existence | 10 years | 29 years | - |
| Gain YTD | 14.068 | 12.492 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 2.29T | 0% |
| Annual Yield % from dividends | 0.95 | 1.06 | 89% |
| Returns for 1 year | -9.71 | 19.17 | -51% |
| Returns for 3 years | -1.21 | 72.99 | -2% |
| Returns for 5 years | -10.68 | 64.45 | -17% |
| Returns for 10 years | 44.37 | 251.57 | 18% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CSPAX | 82.60 | 0.66 | +0.81% |
| American Funds SMALLCAP World 529-A | |||
| RSEIX | 17.88 | 0.02 | +0.11% |
| Royce Small-Cap Special Equity Instl | |||
| DSPIX | 50.21 | N/A | N/A |
| BNY Mellon Instl S&P 500 Stk Idx I | |||
| BAWAX | 47.27 | N/A | N/A |
| Brown Advisory Sustainable Growth Adv | |||
| TMITX | 9.59 | N/A | N/A |
| Transamerica Mid Cap Growth I3 | |||