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 | 36.919 | 26.197 | 141% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.61B | 4.55B | 57% |
Annual Yield % from dividends | 2.15 | 2.22 | 97% |
Returns for 1 year | 28.39 | 18.40 | 154% |
Returns for 3 years | 86.83 | 76.30 | 114% |
Returns for 5 years | 88.05 | 64.48 | 137% |
Returns for 10 years | 95.99 | 75.73 | 127% |