The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| SUHAX | VHCIX | SUHAX / VHCIX | |
| Total Expense Ratio | 1.33 | 0.09 | 1,478% |
| Annual Report Gross Expense Ratio | 1.35 | 0.09 | 1,500% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 6.475 | 13.024 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 22B | 1% |
| Annual Yield % from dividends | 0.12 | 1.48 | 8% |
| Returns for 1 year | 13.05 | 27.44 | 48% |
| Returns for 3 years | 14.52 | 34.51 | 42% |
| Returns for 5 years | -3.41 | 22.88 | -15% |
| Returns for 10 years | 19.28 | 143.93 | 13% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FWDDX | 16.67 | 0.05 | +0.30% |
| American Funds Dvlpg Wld Gr&Inc 529-F-2 | |||
| PAGEX | 18.47 | N/A | N/A |
| T. Rowe Price Global Real Estate Adv | |||
| ECEAX | 39.26 | N/A | N/A |
| Eaton Vance Tax-Managed Eq Aset Allc C | |||
| ACEKX | 11.94 | N/A | N/A |
| Invesco Equity and Income R5 | |||
| DESGX | 30.36 | N/A | N/A |
| DWS Enhanced Core Equity Institutional | |||