| SWRLX | TRWTX | SWRLX / TRWTX | |
| Total Expense Ratio | 1.26 | 0.76 | 166% |
| Annual Report Gross Expense Ratio | 1.51 | 0.76 | 199% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 2.786 | 2.861 | 97% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 4.48B | 3% |
| Annual Yield % from dividends | 3.07 | 3.84 | 80% |
| Returns for 1 year | 53.40 | 33.49 | 159% |
| Returns for 3 years | 51.23 | 47.29 | 108% |
| Returns for 5 years | 30.27 | 45.80 | 66% |
| Returns for 10 years | 67.21 | 104.31 | 64% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SOIUX | 20.94 | 0.13 | +0.62% |
| Spirit of America Utilts Inst | |||
| PGPRX | 27.13 | 0.01 | +0.04% |
| George Putnam Balanced R | |||
| AGIZX | 94.21 | -0.12 | -0.13% |
| Alger Growth & Income Z | |||
| RETSX | 97.76 | -0.37 | -0.38% |
| Russell Inv Tax-Managed US Large Cap S | |||
| ICEVX | 49.00 | -0.32 | -0.65% |
| NYLI Epoch International Choice Class A | |||