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 | 18.094 | 20.479 | 88% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 572M | 4.43B | 13% |
Annual Yield % from dividends | 2.31 | 2.27 | 102% |
Returns for 1 year | 9.58 | 17.22 | 56% |
Returns for 3 years | 35.53 | 44.28 | 80% |
Returns for 5 years | 38.80 | 64.15 | 60% |
Returns for 10 years | 44.30 | 58.91 | 75% |