valign=”middle”>3-Year Return*
Expense Ratio |
Phone
Number |
Minimum
Investment |
| Vanguard Wellesley Income Investor Fund (VWINX) |
10.24% |
0.30 |
800-662-2739 |
$3,000 |
| Berwyn Income Fund (BERIX) |
10.09 |
0.68 |
800-992-6757 |
3,000 |
| Dodge & Cox Balanced Fund (DODBX) |
8.25 |
0.53 |
800-621-3979 |
2,500 |
| Dodge & Cox Stock Fund (DODGX) |
6.11 |
0.54 |
800-621-3979 |
2,500 |
| Vanguard Wellington Investor Fund (VWELX) |
4.09 |
0.34 |
800-662-2739 |
3,000 |
