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SVXAX vs TRWTX
SVXAX vs TRWTX Comparison
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SVXAX vs TRWTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. SVXAX (307M). TRWTX pays higher dividends than SVXAX: TRWTX (3.44) vs SVXAX (1.31). SVXAX was incepted earlier than TRWTX: SVXAX (11 years) vs TRWTX (34 years). SVXAX (1.47) is less costly to investors than TRWTX (0.76). SVXAX is a more actively managed with annual turnover of: 29.80 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than SVXAX: TRWTX (0) vs SVXAX (3000). SVXAX annual gain was more profitable for investors over the last year : 45.66 vs. TRWTX (23.48).
| SVXAX | TRWTX | SVXAX / TRWTX | |
| Total Expense Ratio | 1.43 | 0.76 | 188% |
| Annual Report Gross Expense Ratio | 1.47 | 0.76 | 193% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 22.589 | 12.952 | 174% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 4.31B | 7% |
| Annual Yield % from dividends | 1.31 | 3.44 | 38% |
| Returns for 1 year | 45.66 | 23.48 | 194% |
| Returns for 3 years | 97.03 | 59.84 | 162% |
| Returns for 5 years | N/A | 50.06 | - |
| Returns for 10 years | N/A | 121.60 | - |
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