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 | 19.229 | 21.594 | 89% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2000 | 500000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.27B | 14.8B | 15% |
Annual Yield % from dividends | 2.39 | 2.46 | 97% |
Returns for 1 year | 15.80 | 18.79 | 84% |
Returns for 3 years | 35.25 | 56.49 | 62% |
Returns for 5 years | 84.18 | 112.60 | 75% |
Returns for 10 years | 55.87 | N/A | - |