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 | 27.910 | 29.149 | 96% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2000 | 500000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.44B | 16B | 15% |
Annual Yield % from dividends | 2.41 | 2.27 | 106% |
Returns for 1 year | 27.09 | 27.62 | 98% |
Returns for 3 years | 57.79 | 77.26 | 75% |
Returns for 5 years | 76.85 | 100.41 | 77% |
Returns for 10 years | 79.16 | N/A | - |