Interact to see
Advertisement
Advertisement
SVXYX vs TRWTX
SVXYX vs TRWTX Comparison
Open Charts SVXYX vs TRWTX
SVXYX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. SVXYX (309M). TRWTX pays higher dividends than SVXYX: TRWTX (3.43) vs SVXYX (1.54). 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 : 43.26 vs. TRWTX (20.47).
| SVXYX | TRWTX | SVXYX / TRWTX | |
| Total Expense Ratio | 1.01 | 0.76 | 133% |
| Annual Report Gross Expense Ratio | 1.01 | 0.76 | 133% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 24.387 | 13.508 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 4.32B | 7% |
| Annual Yield % from dividends | 1.54 | 3.43 | 45% |
| Returns for 1 year | 43.26 | 20.47 | 211% |
| Returns for 3 years | 87.26 | 53.74 | 162% |
| Returns for 5 years | N/A | 49.42 | - |
| Returns for 10 years | N/A | 112.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HGER | 31.13 | 0.56 | +1.83% |
| Harbor Commodity All-Weather StrategyETF | |||
| GSIG | 47.22 | N/A | N/A |
| Goldman Sachs Access Investment Grade Corporate 1-5 Year | |||
| VEM | 26.65 | N/A | N/A |
| Virtus Emerging Markets Dividend ETF | |||
| YYY | 11.47 | -0.09 | -0.77% |
| Amplify CEF High Income ETF | |||
| IYW | 244.77 | -5.31 | -2.12% |
| iShares US Technology ETF | |||