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 | 19.721 | 21.994 | 90% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 576M | 4.43B | 13% |
Annual Yield % from dividends | 2.27 | 2.25 | 101% |
Returns for 1 year | 11.25 | 17.93 | 63% |
Returns for 3 years | 44.85 | 54.98 | 82% |
Returns for 5 years | 38.10 | 60.11 | 63% |
Returns for 10 years | 57.92 | 72.76 | 80% |