SIDRX | TRWTX | SIDRX / TRWTX | |
Total Expense Ratio | 0.76 | 0.76 | 100% |
Annual Report Gross Expense Ratio | 0.76 | 0.76 | 100% |
Fund Existence | 11 years | 33 years | - |
Gain YTD | 36.262 | 25.318 | 143% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.59B | 4.51B | 58% |
Annual Yield % from dividends | 2.47 | 2.22 | 111% |
Returns for 1 year | 28.96 | 18.00 | 161% |
Returns for 3 years | 87.18 | 75.07 | 116% |
Returns for 5 years | 88.70 | 62.12 | 143% |
Returns for 10 years | 100.40 | 74.51 | 135% |