SMINX | TRWTX | SMINX / TRWTX | |
Total Expense Ratio | 1.11 | 0.76 | 146% |
Annual Report Gross Expense Ratio | 1.35 | 0.76 | 178% |
Fund Existence | 8 years | 32 years | - |
Gain YTD | 9.756 | 10.020 | 97% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 222M | 4.23B | 5% |
Annual Yield % from dividends | 4.46 | 2.51 | 178% |
Returns for 1 year | 13.09 | 10.05 | 130% |
Returns for 3 years | 19.80 | 18.79 | 105% |
Returns for 5 years | 59.57 | 91.75 | 65% |
Returns for 10 years | N/A | 47.11 | - |