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 | 25.235 | 23.656 | 107% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 229M | 4.48B | 5% |
Annual Yield % from dividends | 3.94 | 2.25 | 175% |
Returns for 1 year | 17.46 | 17.33 | 101% |
Returns for 3 years | 59.89 | 61.82 | 97% |
Returns for 5 years | 50.35 | 60.33 | 83% |
Returns for 10 years | N/A | 76.77 | - |