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 | 24.812 | 23.167 | 107% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 228M | 4.43B | 5% |
Annual Yield % from dividends | 4.24 | 2.25 | 188% |
Returns for 1 year | 18.26 | 19.06 | 96% |
Returns for 3 years | 56.63 | 56.47 | 100% |
Returns for 5 years | 52.68 | 61.65 | 85% |
Returns for 10 years | N/A | 74.42 | - |