PORTX | RWIEX | PORTX / RWIEX | |
Total Expense Ratio | 1.20 | 0.76 | 158% |
Annual Report Gross Expense Ratio | 1.20 | 0.76 | 158% |
Fund Existence | 26 years | 23 years | - |
Gain YTD | 9.440 | 12.419 | 76% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 250 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 826M | 135B | 1% |
Annual Yield % from dividends | 0.62 | 1.53 | 41% |
Returns for 1 year | -1.91 | 9.69 | -20% |
Returns for 3 years | 14.54 | 47.03 | 31% |
Returns for 5 years | 35.62 | 56.62 | 63% |
Returns for 10 years | 67.59 | 60.44 | 112% |