CSVFX | TRWTX | CSVFX / TRWTX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 24 years | 32 years | - |
Gain YTD | 3.875 | 4.128 | 94% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 531M | 4.32B | 12% |
Annual Yield % from dividends | 2.42 | 3.11 | 78% |
Returns for 1 year | 9.72 | 13.09 | 74% |
Returns for 3 years | -1.93 | 2.86 | -68% |
Returns for 5 years | 14.96 | 27.56 | 54% |
Returns for 10 years | 8.63 | 39.20 | 22% |