| USBOX | VFIAX | USBOX / VFIAX | |
| Total Expense Ratio | 1.11 | 0.04 | 2,775% |
| Annual Report Gross Expense Ratio | 1.52 | 0.04 | 3,800% |
| Fund Existence | 41 years | 26 years | - |
| Gain YTD | 3.683 | 8.256 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 1.67T | 0% |
| Annual Yield % from dividends | 0.40 | 1.06 | 38% |
| Returns for 1 year | -12.33 | 16.46 | -75% |
| Returns for 3 years | 2.40 | 62.43 | 4% |
| Returns for 5 years | -10.71 | 68.10 | -16% |
| Returns for 10 years | 27.64 | 242.00 | 11% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GTDDX | 47.17 | N/A | N/A |
| Invesco Emerging Markets ex-China A | |||
| MISCX | 16.18 | N/A | N/A |
| BNY Mellon Small Cap Multi-Strategy Inv | |||
| FRIOX | 12.12 | N/A | N/A |
| Fidelity Advisor Real Estate Income C | |||
| GSBAX | 19.30 | N/A | N/A |
| Goldman Sachs Small Cap Growth C | |||
| RNEBX | 100.91 | -1.95 | -1.90% |
| American Funds New World R-2E | |||