SVXFX | TRWTX | SVXFX / TRWTX | |
Total Expense Ratio | 1.15 | 0.76 | 151% |
Annual Report Gross Expense Ratio | 1.16 | 0.76 | 153% |
Fund Existence | 11 years | 33 years | - |
Gain YTD | 29.916 | 26.197 | 114% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 191M | 4.55B | 4% |
Annual Yield % from dividends | 2.02 | 2.22 | 91% |
Returns for 1 year | 20.49 | 18.40 | 111% |
Returns for 3 years | 69.58 | 76.30 | 91% |
Returns for 5 years | N/A | 64.48 | - |
Returns for 10 years | N/A | 75.73 | - |