VIMSX | VYMQX | VIMSX / VYMQX | |
Total Expense Ratio | 0.17 | 0.95 | 18% |
Annual Report Gross Expense Ratio | 0.17 | 1.07 | 16% |
Fund Existence | 27 years | 28 years | - |
Gain YTD | 9.695 | 3.306 | 293% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 3000 | 1000 | 300% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 201B | 130M | 154,615% |
Annual Yield % from dividends | 1.36 | 0.66 | 207% |
Returns for 1 year | 7.57 | -8.03 | -94% |
Returns for 3 years | 49.65 | 23.38 | 212% |
Returns for 5 years | 57.21 | 28.52 | 201% |
Returns for 10 years | 140.60 | 31.21 | 451% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
IFPUX | 22.29 | 0.22 | +1.00% |
Independent Franchise Partners US Equity | |||
DEYCX | 13.65 | 0.07 | +0.52% |
BNY Mellon Large Cap Equity C | |||
VSNGX | 66.80 | 0.17 | +0.26% |
JPMorgan Mid Cap Equity I | |||
ELMCX | 19.66 | N/A | N/A |
Lord Abbett Emerging Markets Equity C | |||
NBSMX | 55.20 | -0.69 | -1.23% |
Neuberger Berman Small Cap Growth Instl |