| RWIBX | USWGX | RWIBX / USWGX | |
| Total Expense Ratio | 1.51 | 1.36 | 111% |
| Annual Report Gross Expense Ratio | 1.51 | 1.64 | 92% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 16.460 | 14.998 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 1.67B | 9,336% |
| Annual Yield % from dividends | 0.71 | 0.54 | 133% |
| Returns for 1 year | 16.18 | 12.37 | 131% |
| Returns for 3 years | 51.06 | 52.09 | 98% |
| Returns for 5 years | 32.74 | 19.56 | 167% |
| Returns for 10 years | 87.54 | 34.92 | 251% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| OAYEX | 23.50 | 0.17 | +0.73% |
| Oakmark International Small Cap Advisor | |||
| HEOSX | 20.14 | 0.09 | +0.45% |
| Hartford Climate Opportunities R4 | |||
| MBACX | 33.60 | 0.13 | +0.39% |
| NYLI Balanced Class C | |||
| GIDWX | 20.47 | 0.07 | +0.34% |
| Goldman Sachs US Eq Div and Premium R6 | |||
| VWINX | 26.12 | 0.03 | +0.11% |
| Vanguard Wellesley® Income Inv | |||