| SECEX | VFIAX | SECEX / VFIAX | |
| Total Expense Ratio | 1.25 | 0.04 | 3,125% |
| Annual Report Gross Expense Ratio | 1.25 | 0.04 | 3,125% |
| Fund Existence | 64 years | 26 years | - |
| Gain YTD | 7.696 | 6.920 | 111% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 1.67T | 0% |
| Annual Yield % from dividends | 0.13 | 1.06 | 13% |
| Returns for 1 year | 13.93 | 15.02 | 93% |
| Returns for 3 years | 34.09 | 59.64 | 57% |
| Returns for 5 years | -4.25 | 66.61 | -6% |
| Returns for 10 years | 29.39 | 237.48 | 12% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FSWFX | 81.02 | 2.15 | +2.73% |
| American Funds SMALLCAP World 529-F-2 | |||
| CAMIX | 33.06 | N/A | N/A |
| Cambiar International Equity Inv | |||
| GSVTX | 18.03 | N/A | N/A |
| Goldman Sachs Large Cap Value Inv | |||
| SEHAX | 18.03 | N/A | N/A |
| SEI US Equity Factor Allocation A (SIIT) | |||
| ATEZX | 134.96 | N/A | N/A |
| AB Sustainable Global Thematic Z | |||