| SHAPX | VITSX | SHAPX / VITSX | |
| Total Expense Ratio | 0.91 | 0.03 | 3,033% |
| Annual Report Gross Expense Ratio | 0.91 | 0.03 | 3,033% |
| Fund Existence | 56 years | 28 years | - |
| Gain YTD | 11.563 | 11.964 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.45B | 2.05T | 0% |
| Annual Yield % from dividends | 0.41 | 1.12 | 37% |
| Returns for 1 year | 2.49 | 10.80 | 23% |
| Returns for 3 years | 32.54 | 63.87 | 51% |
| Returns for 5 years | 39.08 | 77.65 | 50% |
| Returns for 10 years | 94.00 | 214.37 | 44% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FMUFX | 15.61 | N/A | N/A |
| Federated Hermes Muni and Stock Adv F | |||
| VITSX | 157.82 | N/A | N/A |
| Vanguard Total Stock Market Idx I | |||
| BALPX | 9.85 | N/A | N/A |
| BlackRock Event Driven Equity Inv A | |||
| REAYX | 24.70 | -0.12 | -0.48% |
| Russell Inv Equity Income Y | |||
| TBWIX | 21.66 | -0.18 | -0.82% |
| Thornburg Better World International I | |||