SIMYX | TRWTX | SIMYX / TRWTX | |
Total Expense Ratio | 1.08 | 0.76 | 142% |
Annual Report Gross Expense Ratio | 1.08 | 0.76 | 142% |
Fund Existence | 9 years | 33 years | - |
Gain YTD | 24.718 | 25.464 | 97% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 224M | 4.5B | 5% |
Annual Yield % from dividends | 4.21 | 2.22 | 190% |
Returns for 1 year | 18.37 | 18.45 | 100% |
Returns for 3 years | 70.06 | 71.20 | 98% |
Returns for 5 years | 53.61 | 65.34 | 82% |
Returns for 10 years | N/A | 74.51 | - |