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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 (309M). TRWTX pays higher dividends than SVXCX: TRWTX (3.43) vs SVXCX (0.91). SVXCX was incepted earlier than TRWTX: SVXCX (12 years) vs TRWTX (34 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 : 41.86 vs. TRWTX (20.47).
| SVXCX | TRWTX | SVXCX / TRWTX | |
| Total Expense Ratio | 2.01 | 0.76 | 264% |
| Annual Report Gross Expense Ratio | 2.28 | 0.76 | 300% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 23.747 | 13.508 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 4.32B | 7% |
| Annual Yield % from dividends | 0.91 | 3.43 | 27% |
| Returns for 1 year | 41.86 | 20.47 | 205% |
| Returns for 3 years | 81.72 | 53.74 | 152% |
| Returns for 5 years | N/A | 49.42 | - |
| Returns for 10 years | N/A | 112.38 | - |