SIDVX | TRTIX | SIDVX / TRTIX | |
Total Expense Ratio | 1.12 | 0.68 | 165% |
Annual Report Gross Expense Ratio | 1.12 | 0.68 | 165% |
Fund Existence | 19 years | 10 years | - |
Gain YTD | 25.476 | 26.889 | 95% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2000 | 500000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.39B | 15.8B | 15% |
Annual Yield % from dividends | 2.41 | 2.27 | 106% |
Returns for 1 year | 23.22 | 25.38 | 91% |
Returns for 3 years | 54.08 | 72.99 | 74% |
Returns for 5 years | 78.76 | 100.52 | 78% |
Returns for 10 years | 75.55 | N/A | - |