| SCWCX | TAVZX | SCWCX / TAVZX | |
| Total Expense Ratio | 1.77 | 1.07 | 165% |
| Annual Report Gross Expense Ratio | 1.77 | 1.09 | 162% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 12.798 | 13.855 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.5B | 985M | 9,289% |
| Annual Yield % from dividends | 0.15 | 2.05 | 7% |
| Returns for 1 year | 16.02 | 31.63 | 51% |
| Returns for 3 years | 31.02 | 46.10 | 67% |
| Returns for 5 years | -10.50 | 64.15 | -16% |
| Returns for 10 years | 72.52 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FINSX | 53.71 | 0.97 | +1.84% |
| Fidelity Advisor New Insights I | |||
| MRASX | 13.17 | 0.12 | +0.92% |
| Cromwell CenterSquare Real Estate Inst | |||
| SVYAX | 6.83 | 0.04 | +0.59% |
| SEI US Managed Volatility A (SIIT) | |||
| KLCSX | 19.09 | 0.09 | +0.47% |
| Federated Hermes Kaufmann Large Cap R6 | |||
| JANVX | 97.40 | N/A | N/A |
| Janus Henderson Venture D | |||