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SVXFX vs TRTIX
SVXFX vs TRTIX Comparison
Open Charts SVXFX vs TRTIX
SVXFX vs TRTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.1B vs. SVXFX (305M). TRTIX pays higher dividends than SVXFX: TRTIX (2.52) vs SVXFX (1.46). SVXFX was incepted earlier than TRTIX: SVXFX (11 years) vs TRTIX (11 years). SVXFX (1.20) is less costly to investors than TRTIX (0.68). SVXFX is a more actively managed with annual turnover of: 29.80 vs. TRTIX (15.00). TRTIX has a lower initial minimum investment than SVXFX: TRTIX (500000) vs SVXFX (1000000). SVXFX annual gain was more profitable for investors over the last year : 46.86 vs. TRTIX (29.56).
| SVXFX | TRTIX | SVXFX / TRTIX | |
| Total Expense Ratio | 1.16 | 0.68 | 171% |
| Annual Report Gross Expense Ratio | 1.20 | 0.68 | 176% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 22.878 | 11.050 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 17.1B | 2% |
| Annual Yield % from dividends | 1.46 | 2.52 | 58% |
| Returns for 1 year | 46.86 | 29.56 | 159% |
| Returns for 3 years | 97.88 | 89.13 | 110% |
| Returns for 5 years | N/A | 84.98 | - |
| Returns for 10 years | N/A | 151.13 | - |
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