SVXAX | TRIGX | SVXAX / TRIGX | |
Total Expense Ratio | 1.42 | 0.87 | 163% |
Annual Report Gross Expense Ratio | 1.44 | 0.87 | 166% |
Fund Existence | 11 years | 27 years | - |
Gain YTD | 26.181 | 32.254 | 81% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 3000 | 2500 | 120% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 185M | 16.4B | 1% |
Annual Yield % from dividends | 2.03 | 2.05 | 99% |
Returns for 1 year | 17.81 | 28.34 | 63% |
Returns for 3 years | 48.40 | 74.36 | 65% |
Returns for 5 years | N/A | 98.63 | - |
Returns for 10 years | N/A | 86.24 | - |