SMINX | TRWTX | SMINX / TRWTX | |
Total Expense Ratio | 1.11 | 0.76 | 146% |
Annual Report Gross Expense Ratio | 1.35 | 0.76 | 178% |
Fund Existence | 9 years | 33 years | - |
Gain YTD | 24.203 | 25.318 | 96% |
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 | 3.91 | 2.22 | 176% |
Returns for 1 year | 17.98 | 18.00 | 100% |
Returns for 3 years | 68.15 | 75.07 | 91% |
Returns for 5 years | 49.69 | 62.12 | 80% |
Returns for 10 years | N/A | 74.51 | - |