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 | 21.711 | 18.719 | 116% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 225M | 4.34B | 5% |
Annual Yield % from dividends | 4.40 | 2.34 | 189% |
Returns for 1 year | 23.47 | 20.82 | 113% |
Returns for 3 years | 46.44 | 43.20 | 108% |
Returns for 5 years | 50.64 | 59.63 | 85% |
Returns for 10 years | N/A | 54.81 | - |