SBIEX | TRWTX | SBIEX / TRWTX | |
Total Expense Ratio | 1.29 | 0.76 | 170% |
Annual Report Gross Expense Ratio | 1.47 | 0.76 | 193% |
Fund Existence | 40 years | 33 years | - |
Gain YTD | 32.891 | 26.197 | 126% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 186M | 4.55B | 4% |
Annual Yield % from dividends | 1.64 | 2.22 | 74% |
Returns for 1 year | 22.67 | 18.40 | 123% |
Returns for 3 years | 80.00 | 76.30 | 105% |
Returns for 5 years | 91.40 | 64.48 | 142% |
Returns for 10 years | 67.20 | 75.73 | 89% |