SBICX | TRWTX | SBICX / TRWTX | |
Total Expense Ratio | 2.04 | 0.76 | 268% |
Annual Report Gross Expense Ratio | 2.07 | 0.76 | 272% |
Fund Existence | 33 years | 33 years | - |
Gain YTD | 30.727 | 25.464 | 121% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 185M | 4.5B | 4% |
Annual Yield % from dividends | 1.57 | 2.22 | 71% |
Returns for 1 year | 20.59 | 18.45 | 112% |
Returns for 3 years | 72.51 | 71.20 | 102% |
Returns for 5 years | 85.25 | 65.34 | 130% |
Returns for 10 years | 56.77 | 74.51 | 76% |