SUIAX | TRWTX | SUIAX / TRWTX | |
Total Expense Ratio | 1.20 | 0.76 | 158% |
Annual Report Gross Expense Ratio | 1.22 | 0.76 | 161% |
Fund Existence | 26 years | 32 years | - |
Gain YTD | 19.849 | 18.719 | 106% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 462M | 4.33B | 11% |
Annual Yield % from dividends | 2.42 | 2.33 | 104% |
Returns for 1 year | 15.91 | 14.98 | 106% |
Returns for 3 years | 37.60 | 34.11 | 110% |
Returns for 5 years | 55.64 | 61.65 | 90% |
Returns for 10 years | 51.01 | 56.24 | 91% |