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SVXYX vs TRTIX
SVXYX vs TRTIX Comparison
Open Charts SVXYX vs TRTIX
SVXYX vs TRTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. SVXYX (309M). TRTIX pays higher dividends than SVXYX: TRTIX (2.52) vs SVXYX (1.54). SVXYX was incepted earlier than TRTIX: SVXYX (12 years) vs TRTIX (11 years). SVXYX (1.01) is less costly to investors than TRTIX (0.68). SVXYX is a more actively managed with annual turnover of: 29.80 vs. TRTIX (15.00). TRTIX has a lower initial minimum investment than SVXYX: TRTIX (500000) vs SVXYX (10000000). SVXYX annual gain was more profitable for investors over the last year : 43.26 vs. TRTIX (28.51).
| SVXYX | TRTIX | SVXYX / TRTIX | |
| Total Expense Ratio | 1.01 | 0.68 | 149% |
| Annual Report Gross Expense Ratio | 1.01 | 0.68 | 149% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 24.387 | 12.962 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 500000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 17B | 2% |
| Annual Yield % from dividends | 1.54 | 2.52 | 61% |
| Returns for 1 year | 43.26 | 28.51 | 152% |
| Returns for 3 years | 87.26 | 83.95 | 104% |
| Returns for 5 years | N/A | 94.24 | - |
| Returns for 10 years | N/A | 158.80 | - |
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