SVXFX | TRWTX | SVXFX / TRWTX | |
Total Expense Ratio | 1.15 | 0.76 | 151% |
Annual Report Gross Expense Ratio | 1.16 | 0.76 | 153% |
Fund Existence | 11 years | 33 years | - |
Gain YTD | 29.145 | 23.265 | 125% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 190M | 4.45B | 4% |
Annual Yield % from dividends | 2.04 | 2.25 | 90% |
Returns for 1 year | 21.77 | 13.22 | 165% |
Returns for 3 years | 82.40 | 75.70 | 109% |
Returns for 5 years | N/A | 67.34 | - |
Returns for 10 years | N/A | 85.75 | - |