TRTIX has more cash in the bank: 17B vs. SVXLX (335M). TRTIX pays higher dividends than SVXLX: TRTIX (2.42) vs SVXLX (1.30). SVXLX was incepted earlier than TRTIX: SVXLX (12 years) vs TRTIX (11 years). SVXLX (2.83) is less costly to investors than TRTIX (0.68). SVXLX is a more actively managed with annual turnover of: 29.80 vs. TRTIX (15.00). SVXLX has a lower initial minimum investment than TRTIX: SVXLX (3000) vs TRTIX (500000). SVXLX annual gain was more profitable for investors over the last year : 48.84 vs. TRTIX (32.61).

	SVXLX	TRTIX	SVXLX / TRTIX
Total Expense Ratio	1.26	0.68	185%
Annual Report Gross Expense Ratio	2.83	0.68	416%
Fund Existence	12 years	11 years	-
Gain YTD	30.800	15.852	194%
Front Load	N/A	N/A	-
Min. Initial Investment	3000	500000	1%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	335M	17B	2%
Annual Yield % from dividends	1.30	2.42	54%
Returns for 1 year	48.84	32.61	150%
Returns for 3 years	92.60	86.76	107%
Returns for 5 years	N/A	101.12	-
Returns for 10 years	N/A	162.59	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
UDPSX	86.11	0.88	+1.03%
ProFunds Ultra Dow 30 Svc
KCISX	17.48	0.06	+0.34%
Knights of Columbus International Eq S
FFCMX	22.96	0.04	+0.17%
Fidelity Advisor Asset Manager 50% C
ARMIX	21.11	0.01	+0.05%
ARGA Emerging Markets Value Instl
GIRNX	35.13	-0.20	-0.57%
Goldman Sachs International Eq ESG Inv