| USVAX | WNTFX | USVAX / WNTFX | |
| Total Expense Ratio | 0.58 | 0.46 | 126% |
| Annual Report Gross Expense Ratio | 0.59 | 1.22 | 48% |
| Fund Existence | 35 years | 19 years | - |
| Gain YTD | 2.800 | 4.297 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 466M | 20.8M | 2,240% |
| Annual Yield % from dividends | 3.14 | 2.15 | 146% |
| Returns for 1 year | 1.28 | 3.79 | 34% |
| Returns for 3 years | 12.26 | 10.02 | 122% |
| Returns for 5 years | 3.62 | 4.91 | 74% |
| Returns for 10 years | 10.77 | 14.13 | 76% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GSMVX | 17.62 | 0.10 | +0.57% |
| Goldman Sachs Small/Mid Cap Equity Instl | |||
| ADCIX | 26.94 | 0.13 | +0.48% |
| American Century Disciplined Growth I | |||
| BALFX | 39.95 | 0.19 | +0.48% |
| American Funds American Balanced F1 | |||
| LAMPX | 26.28 | 0.11 | +0.42% |
| Lord Abbett Dividend Growth P | |||
| BDHIX | 8.93 | 0.03 | +0.33% |
| BlackRock Dynamic High Income Instl | |||