SIMYX | TRWTX | SIMYX / TRWTX | |
Total Expense Ratio | 1.08 | 0.76 | 142% |
Annual Report Gross Expense Ratio | 1.08 | 0.76 | 142% |
Fund Existence | 9 years | 33 years | - |
Gain YTD | 24.436 | 25.318 | 97% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 225M | 4.51B | 5% |
Annual Yield % from dividends | 4.21 | 2.22 | 190% |
Returns for 1 year | 18.30 | 18.00 | 102% |
Returns for 3 years | 69.48 | 75.07 | 93% |
Returns for 5 years | 51.49 | 62.12 | 83% |
Returns for 10 years | N/A | 74.51 | - |