SVXYX
Price
$102.34
Change
+$1.15 (+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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SVXYX vs TRWTX

SVXYX vs TRWTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. SVXYX (364M). TRWTX pays higher dividends than SVXYX: TRWTX (3.32) vs SVXYX (1.44). SVXYX was incepted earlier than TRWTX: SVXYX (12 years) vs TRWTX (34 years). SVXYX (1.01) is less costly to investors than TRWTX (0.76). SVXYX is a more actively managed with annual turnover of: 29.80 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than SVXYX: TRWTX (0) vs SVXYX (10000000). SVXYX annual gain was more profitable for investors over the last year : 48.84 vs. TRWTX (23.42).
SVXYXTRWTXSVXYX / TRWTX
Total Expense Ratio1.010.76133%
Annual Report Gross Expense Ratio1.010.76133%
Fund Existence12 years34 years-
Gain YTD35.63918.554192%
Front LoadN/AN/A-
Min. Initial Investment100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets364M4.41B8%
Annual Yield % from dividends1.443.3243%
Returns for 1 year48.8423.42209%
Returns for 3 years104.8469.32151%
Returns for 5 yearsN/A58.53-
Returns for 10 yearsN/A111.88-
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