SVXLX
Price
$100.42
Change
+$1.13 (+1.14%)
Updated
Aug 21 closing price
Net Assets
363.81M
TRWTX
Price
$29.84
Change
+$0.31 (+1.05%)
Updated
Aug 21 closing price
Net Assets
4.41B
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SVXLX vs TRWTX

SVXLX vs TRWTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. SVXLX (364M). TRWTX pays higher dividends than SVXLX: TRWTX (3.32) vs SVXLX (1.30). 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 : 49.12 vs. TRWTX (23.42).
SVXLXTRWTXSVXLX / TRWTX
Total Expense Ratio1.260.76166%
Annual Report Gross Expense Ratio2.830.76372%
Fund Existence12 years34 years-
Gain YTD36.01518.554194%
Front LoadN/AN/A-
Min. Initial Investment30000-
Min. Initial Investment IRAN/AN/A-
Net Assets364M4.41B8%
Annual Yield % from dividends1.303.3239%
Returns for 1 year49.1223.42210%
Returns for 3 years104.2269.32150%
Returns for 5 yearsN/A58.53-
Returns for 10 yearsN/A111.88-
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