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SVXCX vs TRWTX
SVXCX vs TRWTX Comparison
Open Charts SVXCX vs TRWTX
SVXCX vs TRWTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. SVXCX (305M). TRWTX pays higher dividends than SVXCX: TRWTX (3.44) vs SVXCX (0.90). SVXCX was incepted earlier than TRWTX: SVXCX (11 years) vs TRWTX (33 years). SVXCX (2.28) is less costly to investors than TRWTX (0.76). SVXCX is a more actively managed with annual turnover of: 29.80 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than SVXCX: TRWTX (0) vs SVXCX (25000). SVXCX annual gain was more profitable for investors over the last year : 45.55 vs. TRWTX (20.68).
| SVXCX | TRWTX | SVXCX / TRWTX | |
| Total Expense Ratio | 2.01 | 0.76 | 264% |
| Annual Report Gross Expense Ratio | 2.28 | 0.76 | 300% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 22.389 | 11.998 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 4.32B | 7% |
| Annual Yield % from dividends | 0.90 | 3.44 | 26% |
| Returns for 1 year | 45.55 | 20.68 | 220% |
| Returns for 3 years | 92.71 | 57.37 | 162% |
| Returns for 5 years | N/A | 46.23 | - |
| Returns for 10 years | N/A | 104.63 | - |
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