CSVFX | TRWTX | CSVFX / TRWTX | |
Total Expense Ratio | 0.95 | 0.76 | 125% |
Annual Report Gross Expense Ratio | 1.05 | 0.76 | 138% |
Fund Existence | 25 years | 33 years | - |
Gain YTD | 19.504 | 23.118 | 84% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 577M | 4.49B | 13% |
Annual Yield % from dividends | 2.35 | 2.34 | 101% |
Returns for 1 year | 8.80 | 17.08 | 52% |
Returns for 3 years | 39.98 | 50.85 | 79% |
Returns for 5 years | 38.24 | 62.82 | 61% |
Returns for 10 years | 55.26 | 72.74 | 76% |