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SVXCX vs TRTIX
SVXCX vs TRTIX Comparison
Open Charts SVXCX vs TRTIX
SVXCX vs TRTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. SVXCX (309M). TRTIX pays higher dividends than SVXCX: TRTIX (2.52) vs SVXCX (0.91). SVXCX was incepted earlier than TRTIX: SVXCX (12 years) vs TRTIX (11 years). SVXCX (2.28) is less costly to investors than TRTIX (0.68). SVXCX is a more actively managed with annual turnover of: 29.80 vs. TRTIX (15.00). SVXCX has a lower initial minimum investment than TRTIX: SVXCX (25000) vs TRTIX (500000). SVXCX annual gain was more profitable for investors over the last year : 41.86 vs. TRTIX (28.51).
| SVXCX | TRTIX | SVXCX / TRTIX | |
| Total Expense Ratio | 2.01 | 0.68 | 296% |
| Annual Report Gross Expense Ratio | 2.28 | 0.68 | 335% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 23.747 | 12.962 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 500000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 17B | 2% |
| Annual Yield % from dividends | 0.91 | 2.52 | 36% |
| Returns for 1 year | 41.86 | 28.51 | 147% |
| Returns for 3 years | 81.72 | 83.95 | 97% |
| Returns for 5 years | N/A | 94.24 | - |
| Returns for 10 years | N/A | 158.80 | - |
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