SBIEX | TRWTX | SBIEX / TRWTX | |
Total Expense Ratio | 1.29 | 0.76 | 170% |
Annual Report Gross Expense Ratio | 1.47 | 0.76 | 193% |
Fund Existence | 40 years | 33 years | - |
Gain YTD | 31.329 | 25.464 | 123% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 185M | 4.49B | 4% |
Annual Yield % from dividends | 1.64 | 2.22 | 74% |
Returns for 1 year | 21.33 | 18.45 | 116% |
Returns for 3 years | 75.84 | 71.20 | 107% |
Returns for 5 years | 91.67 | 65.34 | 140% |
Returns for 10 years | 66.07 | 74.51 | 89% |