SVXAX | TRIGX | SVXAX / TRIGX | |
Total Expense Ratio | 1.42 | 0.87 | 163% |
Annual Report Gross Expense Ratio | 1.44 | 0.87 | 166% |
Fund Existence | 10 years | 27 years | - |
Gain YTD | 19.059 | 24.779 | 77% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 3000 | 2500 | 120% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 175M | 15.3B | 1% |
Annual Yield % from dividends | 2.16 | 2.11 | 102% |
Returns for 1 year | 13.66 | 25.42 | 54% |
Returns for 3 years | 38.89 | 68.60 | 57% |
Returns for 5 years | N/A | 99.46 | - |
Returns for 10 years | N/A | 70.78 | - |