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SEWIX vs TRZRX
SEWIX vs TRZRX Comparison
Open Charts SEWIX vs TRZRX
NAA World Equity Income Instl
Price$16.98
Change+$0.12 (+0.71%)
VolumeN/A
Net Assets45.99M
T. Rowe Price Real Assets Z
Price$15.25
Change-$0.09 (-0.59%)
VolumeN/A
Net Assets10.72B
SEWIX vs TRZRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRZRX has more cash in the bank: 10.7B vs. SEWIX (46M). TRZRX pays higher dividends than SEWIX: TRZRX (2.40) vs SEWIX (2.28). SEWIX was incepted earlier than TRZRX: SEWIX (14 years) vs TRZRX (5 years). SEWIX (1.24) is less costly to investors than TRZRX (0.65). SEWIX is a more actively managed with annual turnover of: 122.00 vs. TRZRX (41.30). TRZRX has a lower initial minimum investment than SEWIX: TRZRX (0) vs SEWIX (2000000). TRZRX annual gain was more profitable for investors over the last year : 9.39 vs. SEWIX (4.48). TRZRX return over 5 years is better than : 68.30 vs. SEWIX (35.81).
| SEWIX | TRZRX | SEWIX / TRZRX | |
| Total Expense Ratio | 0.92 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.24 | 0.65 | 191% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 7.126 | 9.807 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46M | 10.7B | 0% |
| Annual Yield % from dividends | 2.28 | 2.40 | 95% |
| Returns for 1 year | 4.48 | 9.39 | 48% |
| Returns for 3 years | 32.27 | 23.98 | 135% |
| Returns for 5 years | 35.81 | 68.30 | 52% |
| Returns for 10 years | 53.43 | N/A | - |
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