| SMFPX | VLPIX | SMFPX / VLPIX | |
| Total Expense Ratio | 2.09 | 1.15 | 182% |
| Annual Report Gross Expense Ratio | 2.13 | 1.47 | 145% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 18.828 | 21.091 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 52.2M | 2,680% |
| Annual Yield % from dividends | 2.85 | 1.89 | 151% |
| Returns for 1 year | 20.52 | 16.85 | 122% |
| Returns for 3 years | 89.53 | 91.47 | 98% |
| Returns for 5 years | 112.20 | 146.89 | 76% |
| Returns for 10 years | 132.15 | 181.14 | 73% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FNFWX | 110.49 | 0.58 | +0.53% |
| American Funds New World 529-F-2 | |||
| GSATX | 41.81 | N/A | N/A |
| Goldman Sachs Small Cp Val Insghts A | |||
| CCSGX | 22.46 | N/A | N/A |
| Conestoga SMid Cap Institutional | |||
| IHOFX | 24.20 | N/A | N/A |
| Hartford International Opportunities F | |||
| PHLOX | 12.38 | -0.20 | -1.59% |
| Philotimo Focused Growth and Income | |||