| SWFCX | TRWTX | SWFCX / TRWTX | |
| Total Expense Ratio | 1.85 | 0.76 | 243% |
| Annual Report Gross Expense Ratio | 3.21 | 0.76 | 422% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 2.775 | 3.377 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 4.44B | 3% |
| Annual Yield % from dividends | 2.99 | 3.84 | 78% |
| Returns for 1 year | 51.84 | 33.43 | 155% |
| Returns for 3 years | 46.90 | 48.03 | 98% |
| Returns for 5 years | 23.46 | 48.65 | 48% |
| Returns for 10 years | 48.19 | 105.34 | 46% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PYEQX | 26.17 | 0.14 | +0.54% |
| Victory Pioneer Equity Income Y | |||
| HNSGX | 16.75 | 0.02 | +0.12% |
| Harbor Small Cap Growth Retirement | |||
| FSUMX | 16.85 | N/A | N/A |
| Fidelity Series Sustainable U.S. Market | |||
| RTDTX | 13.33 | -0.06 | -0.45% |
| Russell Inv Multifactor US Equity M | |||
| LMPLX | 53.34 | -0.73 | -1.35% |
| ClearBridge Large Cap Growth R | |||