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 | 24.390 | 21.994 | 111% |
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 | 3.94 | 2.25 | 175% |
Returns for 1 year | 17.06 | 15.70 | 109% |
Returns for 3 years | 58.65 | 59.26 | 99% |
Returns for 5 years | 51.97 | 61.71 | 84% |
Returns for 10 years | N/A | 73.57 | - |