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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: 4.36B vs. SVXLX (305M). TRWTX pays higher dividends than SVXLX: TRWTX (3.44) vs SVXLX (1.39). SVXLX was incepted earlier than TRWTX: SVXLX (11 years) vs TRWTX (33 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 : 46.62 vs. TRWTX (20.68).
| SVXLX | TRWTX | SVXLX / TRWTX | |
| Total Expense Ratio | 1.26 | 0.76 | 166% |
| Annual Report Gross Expense Ratio | 2.83 | 0.76 | 372% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 22.782 | 11.998 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 4.36B | 7% |
| Annual Yield % from dividends | 1.39 | 3.44 | 41% |
| Returns for 1 year | 46.62 | 20.68 | 225% |
| Returns for 3 years | 97.15 | 57.37 | 169% |
| Returns for 5 years | N/A | 46.23 | - |
| Returns for 10 years | N/A | 104.63 | - |
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