SWRLX | TRWTX | SWRLX / TRWTX | |
Total Expense Ratio | 1.27 | 0.76 | 167% |
Annual Report Gross Expense Ratio | 1.48 | 0.76 | 195% |
Fund Existence | 33 years | 33 years | - |
Gain YTD | 40.554 | 25.464 | 159% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 129M | 4.5B | 3% |
Annual Yield % from dividends | 2.71 | 2.22 | 122% |
Returns for 1 year | 23.43 | 18.45 | 127% |
Returns for 3 years | 75.37 | 71.20 | 106% |
Returns for 5 years | 42.88 | 65.34 | 66% |
Returns for 10 years | 33.68 | 74.51 | 45% |