SMINX | TRWTX | SMINX / TRWTX | |
Total Expense Ratio | 1.11 | 0.76 | 146% |
Annual Report Gross Expense Ratio | 1.35 | 0.76 | 178% |
Fund Existence | 9 years | 33 years | - |
Gain YTD | 23.640 | 23.265 | 102% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 225M | 4.45B | 5% |
Annual Yield % from dividends | 3.94 | 2.25 | 175% |
Returns for 1 year | 14.71 | 13.22 | 111% |
Returns for 3 years | 69.51 | 75.70 | 92% |
Returns for 5 years | 52.55 | 67.34 | 78% |
Returns for 10 years | N/A | 85.75 | - |