TRWTX has more cash in the bank: 4.38B vs. SVXAX (335M). TRWTX pays higher dividends than SVXAX: TRWTX (3.32) vs SVXAX (1.23). SVXAX was incepted earlier than TRWTX: SVXAX (12 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 : 48.01 vs. TRWTX (25.88).

	SVXAX	TRWTX	SVXAX / TRWTX
Total Expense Ratio	1.43	0.76	188%
Annual Report Gross Expense Ratio	1.47	0.76	193%
Fund Existence	12 years	34 years	-
Gain YTD	30.160	16.011	188%
Front Load	6%	N/A	-
Min. Initial Investment	3000	0	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	335M	4.38B	8%
Annual Yield % from dividends	1.23	3.32	37%
Returns for 1 year	48.01	25.88	186%
Returns for 3 years	90.89	57.59	158%
Returns for 5 years	N/A	54.20	-
Returns for 10 years	N/A	114.15	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

STOCK / NAME	Price $	Chg $	Chg %
		1 Day
NCNA	1.32	0.06	+4.76%
NuCana plc
PRAA	17.37	0.02	+0.12%
PRA Group
USFD	100.59	0.04	+0.04%
US Foods Holding Corp
CODA	10.14	-0.05	-0.49%
Coda Octopus Group
SHOO	46.08	-1.75	-3.66%
Steven Madden Ltd