Loading…
FEGE and IMCV share 11.0% of their holdings.
| Side by side | FEGE | IMCV | CAMX |
|---|---|---|---|
| Strategy | International · Global | US Stock Styles · Mid cap | US Stock Styles · Value |
| Expense ratio | 0.79% | 0.06% | 0.59% |
| Cost per year on $10k | $79 | $6 | $59 |
| Trailing 12-mo yield | 1.13% | 1.83% | 1.35% |
| Income per year on $10k | $113 | $183 | $135 |
| YTD | +13.0% | +22.7% | +13.1% |
| 1 year | +19.2% | +28.1% | +16.6% |
| 3 years · per year | — | +22.4% | +16.3% |
| 5 years · per year | — | +10.8% | — |
| Worst drop · 1Y | −11.0% | −6.9% | −11.8% |
| Volatility · 1Y | 13.0% | 11.1% | 14.5% |
| Holdings | 96 | 268 | 10 |
| Assets | $2.7B | $1.3B | $68M |
| Leverage | None | None | None |
| Since | 2024 | 2004 | 2023 |
Highlighted = best in the row. Returns include dividends.