SIDVX | TRWTX | SIDVX / TRWTX | |
Total Expense Ratio | 1.12 | 0.76 | 147% |
Annual Report Gross Expense Ratio | 1.12 | 0.76 | 147% |
Fund Existence | 19 years | 33 years | - |
Gain YTD | 35.189 | 25.464 | 138% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.59B | 4.5B | 58% |
Annual Yield % from dividends | 2.15 | 2.22 | 97% |
Returns for 1 year | 27.95 | 18.45 | 151% |
Returns for 3 years | 83.77 | 71.20 | 118% |
Returns for 5 years | 87.74 | 65.34 | 134% |
Returns for 10 years | 95.10 | 74.51 | 128% |