| VRTIX | VSENX | VRTIX / VSENX | |
| Total Expense Ratio | 0.05 | 0.74 | 7% |
| Annual Report Gross Expense Ratio | 0.05 | 0.74 | 7% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 19.013 | 10.257 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 2.89B | 605% |
| Annual Yield % from dividends | 1.07 | 0.46 | 234% |
| Returns for 1 year | 38.01 | -4.96 | -766% |
| Returns for 3 years | 57.16 | -3.64 | -1,572% |
| Returns for 5 years | 28.38 | -34.61 | -82% |
| Returns for 10 years | 167.42 | 11.89 | 1,408% |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SCHD | 32.82 | 0.29 | +0.89% |
| Schwab US Dividend Equity ETF™ | |||
| CDEI | 89.49 | 0.44 | +0.49% |
| Calvert US Large-Cp Div, Eq AndIncETF | |||
| MMTM | 315.13 | 0.78 | +0.25% |
| State Street® SPDR® S&P® 1500MomtTiltETF | |||
| CCFE | 27.61 | N/A | N/A |
| Concourse Capital Focused Equity ETF | |||
| IBHF | 22.62 | N/A | N/A |
| iShares iBonds 2026 Term HY & Inc ETF | |||