Interact to see
Advertisement
Advertisement
SVXFX vs TRWTX
SVXFX vs TRWTX Comparison
Open Charts SVXFX vs TRWTX
SVXFX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. SVXFX (305M). TRWTX pays higher dividends than SVXFX: TRWTX (3.44) vs SVXFX (1.46). SVXFX was incepted earlier than TRWTX: SVXFX (11 years) vs TRWTX (33 years). SVXFX (1.20) is less costly to investors than TRWTX (0.76). SVXFX is a more actively managed with annual turnover of: 29.80 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than SVXFX: TRWTX (0) vs SVXFX (1000000). SVXFX annual gain was more profitable for investors over the last year : 46.86 vs. TRWTX (20.68).
| SVXFX | TRWTX | SVXFX / TRWTX | |
| Total Expense Ratio | 1.16 | 0.76 | 153% |
| Annual Report Gross Expense Ratio | 1.20 | 0.76 | 158% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 22.878 | 11.998 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 4.32B | 7% |
| Annual Yield % from dividends | 1.46 | 3.44 | 43% |
| Returns for 1 year | 46.86 | 20.68 | 227% |
| Returns for 3 years | 97.88 | 57.37 | 171% |
| Returns for 5 years | N/A | 46.23 | - |
| Returns for 10 years | N/A | 104.63 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KBA | 34.75 | 1.04 | +3.09% |
| KraneShares Bosera MSCIChinaA50CntIdETF | |||
| LOPP | 38.31 | 0.54 | +1.43% |
| Gabelli Love Our Planet & People ETF | |||
| EQAL | 59.30 | 0.47 | +0.80% |
| Invesco Russell 1000 Equal Weight ETF | |||
| AVUQ | 67.52 | -0.01 | -0.02% |
| Avantis U.S. Quality ETF | |||
| XLV | 146.40 | -1.44 | -0.97% |
| State Street®HlthCrSelSectSPDR®ETF | |||