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SVXYX vs TRWTX
SVXYX vs TRWTX Comparison
Open Charts SVXYX vs TRWTX
SVXYX vs TRWTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. SVXYX (306M). TRWTX pays higher dividends than SVXYX: TRWTX (3.44) vs SVXYX (1.53). SVXYX was incepted earlier than TRWTX: SVXYX (11 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 : 46.10 vs. TRWTX (20.83).
| SVXYX | TRWTX | SVXYX / TRWTX | |
| Total Expense Ratio | 1.01 | 0.76 | 133% |
| Annual Report Gross Expense Ratio | 1.01 | 0.76 | 133% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 24.798 | 12.793 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 4.32B | 7% |
| Annual Yield % from dividends | 1.53 | 3.44 | 45% |
| Returns for 1 year | 46.10 | 20.83 | 221% |
| Returns for 3 years | 94.63 | 53.97 | 175% |
| Returns for 5 years | N/A | 48.01 | - |
| Returns for 10 years | N/A | 115.43 | - |
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