| SPVYX | SSGSX | SPVYX / SSGSX | |
| Total Expense Ratio | 0.84 | 1.23 | 68% |
| Annual Report Gross Expense Ratio | 0.99 | 1.23 | 80% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 18.393 | 18.572 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 4.55B | 7% |
| Annual Yield % from dividends | 1.00 | 0.51 | 195% |
| Returns for 1 year | 21.77 | 17.30 | 126% |
| Returns for 3 years | 21.10 | 11.95 | 177% |
| Returns for 5 years | 8.51 | -0.56 | -1,530% |
| Returns for 10 years | 34.83 | 41.05 | 85% |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XCHG | 26.90 | 0.16 | +0.61% |
| AB US Equity ETF | |||
| FDD | 18.86 | 0.03 | +0.13% |
| First Trust STOXX European Select Dividend Income Fund | |||
| XTJL | 41.35 | N/A | N/A |
| Innovator US Equity Acclrtd Pls ETF Jul | |||
| SCHX | 29.53 | -0.21 | -0.71% |
| Schwab US Large-Cap ETF™ | |||
| MPV | 15.82 | -0.13 | -0.82% |
| Barings Participation Investors | |||