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CVY and MSSM share 5.9% of their holdings.
| Side by side | LPSV | MDPL | CVY | MSSM |
|---|---|---|---|---|
| Strategy | US Stock Styles · Value | Income · Dividend stocks | Income · Dividend stocks | US Stock Styles · Mid cap |
| Expense ratio | 0.70% | 1.19% | 1.15% | 0.89% |
| Cost per year on $10k | $70 | $119 | $115 | $89 |
| Trailing 12-mo yield | 0.00% | 1.35% | 3.98% | 2.71% |
| Income per year on $10k | $0 | $135 | $398 | $271 |
| YTD | — | +13.1% | +12.5% | +16.3% |
| 1 year | — | +16.1% | +15.4% | +16.9% |
| 3 years · per year | — | — | +16.0% | — |
| 5 years · per year | — | — | +8.0% | — |
| Worst drop · 1Y | — | −12.4% | −7.4% | −9.5% |
| Volatility · 1Y | — | 17.4% | 10.4% | 17.0% |
| Holdings | 0 | 32 | 150 | 0 |
| Assets | $0M | $62M | $119M | $692M |
| Leverage | None | None | None | None |
| Since | 2026 | 2024 | 2006 | 1991 |
Highlighted = best in the row. Returns include dividends.