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 | 27.061 | 31.725 | 85% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 3000 | 2500 | 120% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 188M | 16.2B | 1% |
Annual Yield % from dividends | 1.95 | 1.96 | 99% |
Returns for 1 year | 21.51 | 24.97 | 86% |
Returns for 3 years | 55.79 | 89.53 | 62% |
Returns for 5 years | N/A | 100.87 | - |
Returns for 10 years | N/A | 97.59 | - |