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SVXFX vs TRWTX
SVXFX vs TRWTX Comparison
Open Charts SVXFX vs TRWTX
SVXFX vs TRWTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. SVXFX (311M). TRWTX pays higher dividends than SVXFX: TRWTX (3.43) vs SVXFX (1.47). SVXFX was incepted earlier than TRWTX: SVXFX (12 years) vs TRWTX (34 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 : 47.38 vs. TRWTX (21.61).
| SVXFX | TRWTX | SVXFX / TRWTX | |
| Total Expense Ratio | 1.16 | 0.76 | 153% |
| Annual Report Gross Expense Ratio | 1.20 | 0.76 | 158% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 25.815 | 13.190 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 4.3B | 7% |
| Annual Yield % from dividends | 1.47 | 3.43 | 43% |
| Returns for 1 year | 47.38 | 21.61 | 219% |
| Returns for 3 years | 88.75 | 53.30 | 166% |
| Returns for 5 years | N/A | 51.99 | - |
| Returns for 10 years | N/A | 111.78 | - |
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