SIDVX | TRWTX | SIDVX / TRWTX | |
Total Expense Ratio | 1.12 | 0.76 | 147% |
Annual Report Gross Expense Ratio | 1.12 | 0.76 | 147% |
Fund Existence | 19 years | 33 years | - |
Gain YTD | 35.315 | 24.242 | 146% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.6B | 4.5B | 58% |
Annual Yield % from dividends | 2.29 | 2.25 | 101% |
Returns for 1 year | 29.12 | 17.30 | 168% |
Returns for 3 years | 72.43 | 62.59 | 116% |
Returns for 5 years | 83.26 | 61.37 | 136% |
Returns for 10 years | 102.11 | 77.61 | 132% |