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SVXLX vs TRTIX
SVXLX vs TRTIX Comparison
Open Charts SVXLX vs TRTIX
SVXLX vs TRTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.1B vs. SVXLX (305M). TRTIX pays higher dividends than SVXLX: TRTIX (2.52) vs SVXLX (1.39). SVXLX was incepted earlier than TRTIX: SVXLX (11 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 : 46.62 vs. TRTIX (29.56).
| SVXLX | TRTIX | SVXLX / TRTIX | |
| Total Expense Ratio | 1.26 | 0.68 | 185% |
| Annual Report Gross Expense Ratio | 2.83 | 0.68 | 416% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 22.782 | 11.050 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 17.1B | 2% |
| Annual Yield % from dividends | 1.39 | 2.52 | 55% |
| Returns for 1 year | 46.62 | 29.56 | 158% |
| Returns for 3 years | 97.15 | 89.13 | 109% |
| Returns for 5 years | N/A | 84.98 | - |
| Returns for 10 years | N/A | 151.13 | - |
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