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SVXAX vs TRTIX
SVXAX vs TRTIX Comparison
Open Charts SVXAX vs TRTIX
SVXAX vs TRTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. SVXAX (307M). TRTIX pays higher dividends than SVXAX: TRTIX (2.52) vs SVXAX (1.31). SVXAX was incepted earlier than TRTIX: SVXAX (11 years) vs TRTIX (11 years). SVXAX (1.47) is less costly to investors than TRTIX (0.68). SVXAX is a more actively managed with annual turnover of: 29.80 vs. TRTIX (15.00). SVXAX has a lower initial minimum investment than TRTIX: SVXAX (3000) vs TRTIX (500000). SVXAX annual gain was more profitable for investors over the last year : 45.66 vs. TRTIX (31.98).
| SVXAX | TRTIX | SVXAX / TRTIX | |
| Total Expense Ratio | 1.43 | 0.68 | 210% |
| Annual Report Gross Expense Ratio | 1.47 | 0.68 | 216% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 22.589 | 11.815 | 191% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 16.9B | 2% |
| Annual Yield % from dividends | 1.31 | 2.52 | 52% |
| Returns for 1 year | 45.66 | 31.98 | 143% |
| Returns for 3 years | 97.03 | 89.30 | 109% |
| Returns for 5 years | N/A | 90.82 | - |
| Returns for 10 years | N/A | 169.91 | - |
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