| SHRAX | VTSAX | SHRAX / VTSAX | |
| Total Expense Ratio | 1.13 | 0.04 | 2,825% |
| Annual Report Gross Expense Ratio | 1.13 | 0.04 | 2,825% |
| Fund Existence | 43 years | 26 years | - |
| Gain YTD | 0.350 | 12.285 | 3% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.11B | 2.34T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -19.19 | 15.96 | -120% |
| Returns for 3 years | -13.24 | 70.24 | -19% |
| Returns for 5 years | -52.07 | 64.32 | -81% |
| Returns for 10 years | -51.50 | 257.39 | -20% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HAMVX | 34.32 | 0.33 | +0.97% |
| Harbor Mid Cap Value Instl | |||
| TMIFX | 9.15 | 0.07 | +0.77% |
| Transamerica Mid Cap Growth R4 | |||
| JCAVX | 9.31 | 0.03 | +0.32% |
| JHFunds2 Capital Appreciation Value NAV | |||
| RNWFX | 108.99 | -0.72 | -0.66% |
| American Funds New World R-5 | |||
| FZFLX | 4.95 | -0.56 | -10.20% |
| Fidelity® SAI Small-Mid Cap Momt Idx | |||