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SVXAX vs TRIGX
SVXAX vs TRIGX Comparison
Open Charts SVXAX vs TRIGX
SVXAX vs TRIGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRIGX has more cash in the bank: 17B vs. SVXAX (309M). TRIGX pays higher dividends than SVXAX: TRIGX (2.38) vs SVXAX (1.32). SVXAX was incepted earlier than TRIGX: SVXAX (12 years) vs TRIGX (28 years). SVXAX (1.47) is less costly to investors than TRIGX (0.81). SVXAX is a more actively managed with annual turnover of: 29.80 vs. TRIGX (15.00). TRIGX has a lower initial minimum investment than SVXAX: TRIGX (2500) vs SVXAX (3000). SVXAX annual gain was more profitable for investors over the last year : 42.73 vs. TRIGX (28.36).
| SVXAX | TRIGX | SVXAX / TRIGX | |
| Total Expense Ratio | 1.43 | 0.81 | 177% |
| Annual Report Gross Expense Ratio | 1.47 | 0.81 | 181% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 24.167 | 12.868 | 188% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 17B | 2% |
| Annual Yield % from dividends | 1.32 | 2.38 | 55% |
| Returns for 1 year | 42.73 | 28.36 | 151% |
| Returns for 3 years | 85.00 | 83.01 | 102% |
| Returns for 5 years | N/A | 92.54 | - |
| Returns for 10 years | N/A | 156.57 | - |
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