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CVY and MSSM share 6.4% of their holdings.
| Side by side | LPSV | CVY | MSSM |
|---|---|---|---|
| Strategy | US Stock Styles · Value | Income · Dividend stocks | US Stock Styles · Mid cap |
| Expense ratio | 0.70% | 1.15% | 0.89% |
| Cost per year on $10k | $70 | $115 | $89 |
| Trailing 12-mo yield | 0.00% | 3.98% | 2.74% |
| Income per year on $10k | $0 | $398 | $274 |
| YTD | — | +12.7% | +14.9% |
| 1 year | — | +16.8% | +17.0% |
| 3 years · per year | — | +16.2% | — |
| 5 years · per year | — | +7.8% | — |
| Worst drop · 1Y | — | −7.4% | −9.5% |
| Volatility · 1Y | — | 10.4% | 17.1% |
| Holdings | 0 | 150 | 0 |
| Assets | $0M | $120M | $699M |
| Leverage | None | None | None |
| Since | 2026 | 2006 | 1991 |
Highlighted = best in the row. Returns include dividends.