IVFIX | TRWTX | IVFIX / TRWTX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 16 years | 32 years | - |
Gain YTD | 5.089 | 4.668 | 109% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 700M | 4.42B | 16% |
Annual Yield % from dividends | 4.24 | 3.11 | 136% |
Returns for 1 year | 13.34 | 16.50 | 81% |
Returns for 3 years | 15.48 | 2.65 | 584% |
Returns for 5 years | 29.62 | 29.07 | 102% |
Returns for 10 years | 22.21 | 40.79 | 54% |