| TRWTX | WFEAX | TRWTX / WFEAX | |
| Total Expense Ratio | 0.76 | 1.15 | 66% |
| Annual Report Gross Expense Ratio | 0.76 | 1.40 | 54% |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | 24.194 | 23.479 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.38B | 168M | 2,604% |
| Annual Yield % from dividends | 2.19 | 2.07 | 106% |
| Returns for 1 year | 22.54 | 22.74 | 99% |
| Returns for 3 years | 49.63 | 47.67 | 104% |
| Returns for 5 years | 51.94 | 42.67 | 122% |
| Returns for 10 years | 71.85 | 66.25 | 108% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SMVSX | 27.90 | 0.17 | +0.61% |
| Invesco Small Cap Value R6 | |||
| SCIUX | 11.99 | 0.04 | +0.33% |
| Invesco Income Advantage U.S. Fund R5 | |||
| SFILX | 15.83 | N/A | N/A |
| Schwab Fundamental Intl Sm Eq Idx | |||
| EMSQX | 21.39 | N/A | N/A |
| Shelton Emerging Markets Institutiona | |||
| VVIIX | 13.29 | N/A | N/A |
| VOYA VACS Index Series I Portfolio | |||