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SVXLX vs TRWTX
SVXLX vs TRWTX Comparison
Open Charts SVXLX vs TRWTX
SVXLX vs TRWTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. SVXLX (309M). TRWTX pays higher dividends than SVXLX: TRWTX (3.43) vs SVXLX (1.40). SVXLX was incepted earlier than TRWTX: SVXLX (12 years) vs TRWTX (34 years). SVXLX (2.83) is less costly to investors than TRWTX (0.76). SVXLX is a more actively managed with annual turnover of: 29.80 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than SVXLX: TRWTX (0) vs SVXLX (3000). SVXLX annual gain was more profitable for investors over the last year : 42.90 vs. TRWTX (20.47).
| SVXLX | TRWTX | SVXLX / TRWTX | |
| Total Expense Ratio | 1.26 | 0.76 | 166% |
| Annual Report Gross Expense Ratio | 2.83 | 0.76 | 372% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 24.231 | 13.508 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 4.32B | 7% |
| Annual Yield % from dividends | 1.40 | 3.43 | 41% |
| Returns for 1 year | 42.90 | 20.47 | 210% |
| Returns for 3 years | 85.85 | 53.74 | 160% |
| Returns for 5 years | N/A | 49.42 | - |
| Returns for 10 years | N/A | 112.38 | - |