SIDVX | TRTIX | SIDVX / TRTIX | |
Total Expense Ratio | 1.12 | 0.68 | 165% |
Annual Report Gross Expense Ratio | 1.12 | 0.68 | 165% |
Fund Existence | 19 years | 10 years | - |
Gain YTD | 29.432 | 29.982 | 98% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2000 | 500000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.47B | 16.1B | 15% |
Annual Yield % from dividends | 2.41 | 2.28 | 106% |
Returns for 1 year | 31.04 | 30.08 | 103% |
Returns for 3 years | 53.19 | 71.12 | 75% |
Returns for 5 years | 73.20 | 93.14 | 79% |
Returns for 10 years | 81.91 | N/A | - |